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
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, VA
Financial Advisors at Change Finance
1
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 (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.
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