Capital Management Associates LLC
Capital Management Associates LLC (CRD# 153337) is a financial advisory firm headquartered in Issaquah, WA. They manage $19,326,318 in 105 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts105ACCOUNTS
Average Account Value$184,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
James Richardson (CRD# 2087351) is an Investment Advisor Representative working at Capital Management Associates LLC in Issaquah, WA and has over 26 years of experience in the finance industry. James Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.