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CAPITAL ADVISORS WEALTH MANAGEMENT
YAKIMA, WA
(509) 469-5030
SEC #801-118930Total AUM
$1.1B
Employees
10Clients
1,051Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1104 NORTH 35TH AVENUE
YAKIMA
WA 98902
United States
YAKIMA
WA 98902
United States
Operating Hours
7:30 AM - 4 PM
Monday - Friday
Monday - Friday
Phone
(509) 469-5030
Financials
Total AUM
$1.1B
Accounts
1,051Discretionary
$927.6M
Accounts
1,011Non-Discretionary
$184.6M
Accounts
40
Clients
Individual Clients
709AUM
$253.5M
HNW Individual Clients
284AUM
$660.9M
Pension/Profit Sharing Plan Clients
40AUM
$184.6M
Charitable Organization Clients
11AUM
$5M
Corporation or Business Clients
7AUM
$8.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCAIDMTORTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.