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Anthony Joseph Farina

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington
Unclaimed Profile
1104 NORTH 35TH AVENUE, YAKIMA, WA 98902CRD# 4412237Firm CRD# 309387
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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4412237
Firm CRD# 309387
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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