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Building 2CAPITAL ADVANTAGE, INC.

Map pinWALNUT CREEK, CA
Phone925-299-1500
NotebookSEC #801-55896
Total AUM
$1.3B
Employees
16
Clients
667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1855 OLYMPIC BLVD.
STE 300
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
925-299-1500
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,271
Discretionary
$1.3B
Accounts
2,271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
309
AUM
$199.1M
HNW Individual Clients
352
AUM
$1.1B
Charitable Organization Clients
2
AUM
$1.6M
Corporation or Business Clients
4
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONHNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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