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Anthony Joseph Farina

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington
Clean recordCAPITAL ADVISORS WEALTH MANAGEMENT, LLC
1104 NORTH 35TH AVENUE, YAKIMA, WA 98902CRD# 4412237Firm CRD# 309387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Joseph Farina · YAKIMA, WA
Registration
CRD #4412237 · CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Joseph Farina is a registered financial advisor based in YAKIMA, Washington, affiliated with CAPITAL ADVISORS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CAPITAL ADVISORS WEALTH MANAGEMENT
AUM
$742M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CAPITAL ADVISORS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4412237
Firm CRD# 309387
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony Joseph Farina offer?
Anthony Joseph Farina specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.
What are Anthony Joseph Farina's credentials?
Anthony Joseph Farina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Joseph Farina located?
Anthony Joseph Farina is based in YAKIMA, Washington, working with CAPITAL ADVISORS WEALTH MANAGEMENT, LLC. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.
How does Anthony Joseph Farina charge for services?
Anthony Joseph Farina's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ADVISORS WEALTH MANAGEMENT, LLC?
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $742M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

Edward Charles Reinhart
YAKIMA, WA
Robert Adam Vickers
YAKIMA, WA

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