CAPITAL ADVISORS WEALTH MANAGEMENT - Financial Advisor in Washington, Yakima

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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