Change Finance

Change Finance (CRD# 287807) is a financial advisory firm headquartered in Bullard, TX. They manage $132,098,398 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 38, Bullard, TX 75757
https://www.change-finance.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $132,098,398
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, VA

Financial Advisors at Change Finance
Showing 1 - 2 of 2 top financial advisors.
1
Dorrit Lowsen, financial advisor Alexandria VA
Dorrit H. Lowsen
CRD#: 6806393
Alexandria, VA

Dorrit Lowsen (CRD# 6806393) is an Investment Advisor Representative working at Change Finance in Alexandria, VA and has over 6 years of experience in the finance industry.

2
Andrew Rodriguez, financial advisor Alexandria VA
Andrew Rodriguez
CRD#: 6525450
Alexandria, VA

Andrew Rodriguez (CRD# 6525450) is an Investment Advisor Representative working at Change Finance in Alexandria, VA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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