Trustee · Capital Advantage, Inc.
Donna L. Zinman
CRD 2223112 · Named on Form ADV at one SEC-registered adviser
At a glance
Capital Advantage, Inc., an SEC-registered wealth manager based in Walnut Creek, CA with $1.3 billion in regulatory assets, lists Donna L. Zinman on its Form ADV as Trustee.
Firms and roles
- Capital Advantage, Inc.TrusteeWealth manager · Walnut Creek, CA · $1.3B in regulatory assets
AtlasMembers
Donna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John S. HaymanPresident, Capital Advantage, Inc.
- Dawnalizabeth HenkeOwner / Chief Compliance Officer / Chief Operating Officer, Capital Advantage, Inc.
- Colin F. TaylorOwner / Director of Investment Management, Capital Advantage, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.