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Home > Retirement Planners > washington > yakima > CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT
1104 North 35th Avenue
Yakima, Washington 98902
Tel: (509) 469-5030
About CAPITAL ADVISORS WEALTH MANAGEMENT
CAPITAL ADVISORS WEALTH MANAGEMENT, formally registered with the SEC as CAPITAL ADVISORS WEALTH MANAGEMENT. The firm was established in 06/15/2020. They have over 1 offices throughout the country.
CAPITAL ADVISORS WEALTH MANAGEMENT is a Yakima, Washington based Financial Planning firm with nearly $908,341,515 assets under management, offering retirement planning & investment advisory services to 2574 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309387 |
| SEC# | 801-118930 |
| Assets Managed by Firm | $908,341,515 |
| No. of Clients | 2574 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2574 | $908,341,515 |
| Individuals (other than high net worth individuals) | 635 | $197,549,611 |
| High net worth individuals | 272 | $539,394,935 |
| Pension and profit sharing plans | 38 | $161,774,066 |
| Charitable organizations | 10 | $3,196,759 |
| Corporations or other businesses | 5 | $6,426,144 |
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