CAPITAL ADVISORS WEALTH MANAGEMENT
Tel: (509) 469-5030 1104 North 35th Avenue Yakima, Washington 98902
About CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT is a Yakima, Washington based financial advisory firm with nearly $908,341,515 in assets under management and provides investment advisory services for 2574 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
309387
Firm SEC#:
801-118930
Assets Under Management:
$908,341,515
No. of Clients:
2574
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (CONSULTING)
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