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CAPITAL ADVANTAGE, INC.

Tel: 925-299-1500
1855 Olympic Blvd.
Ste 300
Walnut Creek, California  94596

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CAPITAL ADVANTAGE, INC.

CAPITAL ADVANTAGE, INC. is a Walnut Creek, California based financial advisory firm with nearly $1,002,166,936 in assets under management and provides investment advisory services for 2120 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

108985

SEC#:

801-55896

No. of Clients:

2120

Assets under Management

$1,002,166,936

No. of Advisors:

13

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