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CAPITAL ADVANTAGE, INC.
CAPITAL ADVANTAGE, INC.
WALNUT CREEK, California
·
8 registered advisors
·
CRD# 108985
SEC# 801-55896
0
925-299-1500
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CAPITAL ADVANTAGE, INC.
8 registered advisors
Colin Francis Taylor
WALNUT CREEK, California
CRD# 5196686
Dawnalizabeth Henke
WALNUT CREEK, California
CRD# 5012266
Donna Lewis Zinman
WALNUT CREEK, California
CRD# 2223112
Ian Ashley Castille
WALNUT CREEK, California
CRD# 5091378
John Sterrett Hayman
WALNUT CREEK, California
CRD# 1041878
Mark A Zinman
WALNUT CREEK, California
CRD# 2640070
Nicola Longmuir
WALNUT CREEK, California
CRD# 7245850
Sara Lyn Delee Castille
WALNUT CREEK, California
CRD# 7531437
05
Office Locations
WALNUT CREEK, California
8 advisors
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Data sourced from SEC Form ADV filings. CAPITAL ADVANTAGE, INC. (CRD# 108985) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.