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CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CAPITAL ADVISORS WEALTH MANAGEMENT
YAKIMA, Washington
·
3 registered advisors
·
CRD# 309387
SEC# 801-118930
0
(509) 469-5030
01
Firm Overview
AUM
$742M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
3 registered advisors
Anthony Joseph Farina
YAKIMA, Washington
CRD# 4412237
Edward Charles Reinhart
YAKIMA, Washington
CRD# 2727927
Robert Adam Vickers
YAKIMA, Washington
CRD# 2603508
05
Office Locations
YAKIMA, Washington
3 advisors
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Data sourced from SEC Form ADV filings. CAPITAL ADVISORS WEALTH MANAGEMENT, LLC (CRD# 309387) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.