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