Capital Advantage, Inc.

Facts about Capital Advantage, Inc.

Description

Largest wealth management firm in Lamorinda (Lafayette, Moraga and Orinda, CA). We are a 100% fee-only fiduciary. Retirement planning, fi...

Website

capitaladvantage.com

HQ Location

Lafayette, California, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Social media accounts of Capital Advantage, Inc.

X

Facebook

@capitaladvantageinc

Linkedin

@capital-advantage-inc-

Capital Advantage, Inc. employees

President and Founder

Portfolio Manager

Dawnalizabeth Henke

Principal, Chief Operating Officer

Office Manager/Sr Administrative Assistant

Financial Advisor

Senior Financial Advisor

Senior Financial Advisor

Frequent questions about Capital Advantage, Inc.

How many employees does Capital Advantage, Inc. have?

Capital Advantage, Inc. has approximately 11-50 employees.

What is Capital Advantage, Inc.'s industry?

Capital Advantage, Inc. is involved in the industry of Investment Management.

Where is Capital Advantage, Inc.'s headquarters?

Capital Advantage, Inc.'s headquarters is located in Lafayette, California, United States.

What is the website of Capital Advantage, Inc.?

You may visit their official website at https://capitaladvantage.com

What's the official twitter of Capital Advantage, Inc.

The twitter username of Capital Advantage, Inc. is @capadvantage

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