Capital Advantage Inc
Legal Name: CAPITAL ADVANTAGE, INC.
Full Contact Details
Capital Advantage Inc
3470 MT DIABLO BLVD. STE A215, LAFAYETTE, CA
925-299-1500
925-299-1599
Other Info
Capital Advantage Inc, also known as CAPITAL ADVANTAGE, INC., is a California-based corporation with 11 employees, 9 of whom serve in advisory roles. Their undisclosed number of clients enjoy the services of an SEC-approved firm that has been registered since September 1998.
Capital Advantage: Wealth Management Firm in Lamorinda, CA (Lafayette, Orinda, Moraga)
Wealth management firm in Lamorinda (Lafayette, Moraga and Orinda, CA). We are a 100% fee-only fiduciary. Retirement planning, financial planning & investment management services. Experienced, credentialed financial advisors.
Direct Owners
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COLIN FRANCIS TAYLOR
DIRECTOR OF INVESTMENT MANAGEMENT owns less than 5%
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DAWN ELIZABETH HENKE
CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER owns less than 5%
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DONNA LYNN LEWIS
EXECUTIVE VICE PRESIDENT owns less than 5%
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JOHN STERRETT HAYMAN
PRESIDENT owns 75% or more