STREAMLINE ADVISORY

STREAMLINE ADVISORY of BELLINGHAM, WA is an SEC-registered investment adviser (CRD 335789). Regulatory assets under management: $1.5M.

Registration

• CRD: 335789
• Type: Registered investment adviser
• Location: 2219 RIMLAND DR SUITE 301, BELLINGHAM, WA, 98226
• Phone: 360-207-5200
• Latest filing: 2026-04-22
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335789 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search