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CHANGE GLOBAL INVESTMENT, LLC
CHANGE GLOBAL INVESTMENT, LLC
CAMAS, Washington
·
3 registered advisors
·
CRD# 167844
SEC# 801-110769
1
360-844-5826
01
Firm Overview
AUM
$208M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at CHANGE GLOBAL INVESTMENT, LLC
3 registered advisors
Kristin Patrice Travis
CAMAS, Washington
CRD# 6806552
Nicole Rose Kelleher
CAMAS, Washington
CRD# 6922590
Theodora Petkova Jamison
CAMAS, Washington
CRD# 4034136
05
Office Locations
CAMAS, Washington
3 advisors
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Data sourced from SEC Form ADV filings. CHANGE GLOBAL INVESTMENT, LLC (CRD# 167844) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.