CHANGE GLOBAL INVESTMENT, LLC

416 Ne Dallas Street
Suite 202
Camas, Washington 98607
Tel: 360-844-5826

About CHANGE GLOBAL INVESTMENT, LLC

CHANGE GLOBAL INVESTMENT, LLC, formally registered with the SEC as CHANGE GLOBAL INVESTMENT, LLC. The firm was established in 07/10/2017. They have over 2 offices throughout the country.

CHANGE GLOBAL INVESTMENT, LLC is a Camas, Washington based Financial Planning firm with nearly $208,000,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167844
SEC#	801-110769
Assets Managed by Firm	$208,000,000
No. of Clients	6
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$208,000,000
Corporations or other businesses	3	$100,900,000

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