Capital Advantage, Inc.
Capital Advantage, Inc. (CRD# 108985) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,002,166,936 in 2,120 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,002MILLION
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Total Number of Accounts2,120ACCOUNTS
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Average Account Value$472,720
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, HI, NH, NY, OR, TX, UT, WA
Ian Castille (CRD# 5091378) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 18 years of experience in the finance industry.
John Hayman (CRD# 1041878) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 40 years of experience in the finance industry.
Colin Taylor (CRD# 5196686) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 17 years of experience in the finance industry.
Donna Zinman (CRD# 2223112) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.
Dawnalizabeth Henke (CRD# 5012266) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 23 years of experience in the finance industry.
Ian Burkhard (CRD# 7523171) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has over 2 years of experience in the finance industry.
Brieanna Ford (CRD# 7821669) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.
Selma Hackett (CRD# 7853480) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.
Brian Wang (CRD# 6404954) is an Investment Advisor Representative working at Capital Advantage, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.