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CAPITAL ADVISORS WEALTH MANAGEMENT

Tel: (509) 469-5030
1104 North 35th Avenue
Yakima, Washington  98902

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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

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

Firm CRD#:

309387

SEC#:

801-118930

No. of Clients:

2574

Assets under Management

$908,341,515

No. of Advisors:

9

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