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.
| Title | Senior Financial Advisor |
| Ownership | Under 5% |
| Control person | No |
| Since | 2011 |
Capital Advantage, Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2019 |