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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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