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Donna Lewis Zinman

Senior Financial AdvisorCapital Advantage, Inc.CRD 2223112

About Donna Lewis Zinman

Donna Lewis Zinman is listed as Senior Financial Advisor at Capital Advantage, Inc. in Walnut Creek, CA. Form ADV reports a beneficial ownership band of Under 5%. Donna Lewis Zinman is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Capital Advantage, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Donna Lewis Zinman work?

Donna Lewis Zinman is listed as Senior Financial Advisor at Capital Advantage, Inc. on SEC Form ADV.

How much of Capital Advantage, Inc. does Donna Lewis Zinman own?

Form ADV reports a beneficial ownership band of Under 5%.

Capital Advantage, Inc.

TitleSenior Financial Advisor
OwnershipUnder 5%
Control personYes
Since2011
View Capital Advantage, Inc. →

Capital Advantage, Inc.

TitleTrustee
Ownership—
Control personYes
Since2019
View Capital Advantage, Inc. →