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Home > Retirement Planners > california > walnut creek > CAPITAL ADVANTAGE, INC.
CAPITAL ADVANTAGE, INC.
1855 Olympic Blvd.
Ste 300
Walnut Creek, California 94596
Tel: 925-299-1500
About CAPITAL ADVANTAGE, INC.
CAPITAL ADVANTAGE, INC, formally registered with the SEC as CAPITAL ADVANTAGE, INC. The firm was established in 09/23/1998. They have over 1 offices throughout the country.
CAPITAL ADVANTAGE, INC. is a Walnut Creek, California based Financial Planning firm with nearly $1,002,166,936 assets under management, offering retirement planning & investment advisory services to 2120 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108985 |
| SEC# | 801-55896 |
| Assets Managed by Firm | $1,002,166,936 |
| No. of Clients | 2120 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2120 | $1,002,166,936 |
| Individuals (other than high net worth individuals) | 422 | $169,143,426 |
| High net worth individuals | 290 | $813,513,267 |
| Charitable organizations | Fewer than 5 clients | $17,077,678 |
| Corporations or other businesses | Fewer than 5 clients | $2,432,565 |
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