Unclaimed Profile

Donna Lewis Zinman

CAPITAL ADVANTAGE, INC.·WALNUT CREEK, California

Clean recordCAPITAL ADVANTAGE, INC.

1855 OLYMPIC BLVD., WALNUT CREEK, CA 94596CRD# 2223112Firm CRD# 108985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Lewis Zinman · WALNUT CREEK, CA

Registration

CRD #2223112 · CAPITAL ADVANTAGE, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donna Lewis Zinman is a registered financial advisor based in WALNUT CREEK, California, affiliated with CAPITAL ADVANTAGE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Donna

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donna is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CAPITAL ADVANTAGE, INC.

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL ADVANTAGE, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2223112

Firm CRD# 108985

View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donna Lewis Zinman offer?

Donna Lewis Zinman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Donna Lewis Zinman's credentials?

Donna Lewis Zinman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Lewis Zinman located?

Donna Lewis Zinman is based in WALNUT CREEK, California, working with CAPITAL ADVANTAGE, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Donna Lewis Zinman charge for services?

Donna Lewis Zinman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ADVANTAGE, INC.?

CAPITAL ADVANTAGE, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →