Capital Advantage
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1855 Olympic Blvd Ste 300, Walnut Creek,...Phone Number
(925) 299-1500Website
www.capitaladvantage.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Capital Advantage
Capital Advantage, Inc. is an independently owned, fee-only wealth management and financial planning firm based in Lafayette, California, with over 40 years of expertise. The firm specializes in providing personalized investment management and financial planning services tailored to the unique needs of pre-retirees, retirees, women, and employees of Kaiser/TPMG. Capital Advantage aims to build meaningful relationships with clients, helping them define and achieve their financial goals through customized strategies. Their commitment to fiduciary responsibility ensures that clients receive expert advice and support throughout their financial journey.Explore more
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Capital Advantage News & Media
Capital Advantage AUM Surpasses $1.1 Billion and Welcomes New Team Members to Support Continued Growth
WALNUT CREEK, Calif., Dec. 19, 2024 /PRNewswire/ -- Capital Advantage, Inc., a trusted name in wealth management and financial planning for over 40 years, is proud to announce the addition of three new employees to its growing team: Luke Freeman, Client Service Associate; Pierce Hanna,...Capital Advantage, Inc. Hits Major Milestone: Surpasses $1 Billion in Assets Under Management
LAFAYETTE, Calif., Jan. 11, 2024 /PRNewswire/ -- Wealth management firm Capital Advantage, Inc. proudly announces that they rang in the new year by exceeding $1 billion in assets under management (AUM) on December 31, 2023.* Since its inception over 41 years ago, Capital Advantage, Inc....Capital Advantage, Inc. Surpasses $800 Million AUM in Troubled Times: Uncertain Economy Drives Demand for Professional Financial Advice
LAFAYETTE, Calif., Nov. 12, 2020 /PRNewswire/ -- San Francisco Bay Area based financial advisory firm Capital Advantage, Inc. is proud to announce that it has surpassed a significant milestone of $800 million assets under management (AUM), reaching $803,099,528 on October 16, 2020.1 "Once...
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Capital Advantage, Inc. is an independently owned, fee-only wealth management and financial planning firm based in Lafayette, California, with over 40 years of expertise. The firm specializes in providing personalized investment management and financial planning services tailored to the unique needs of pre-retirees, retirees, women, and employees o... Read More
