CAPITAL ADVANTAGE, INC.
Tel: 925-299-1500 1855 Olympic Blvd. Ste 300 Walnut Creek, California 94596
About 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
Firm CRD#:
108985
Firm SEC#:
801-55896
Assets Under Management:
$1,002,166,936
No. of Clients:
2120
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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