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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2011
- Office Locations
- 1
Office Locations
About THE Change Advisory Group, LLC
The Change Advisory Group, LLC is a Chicago-based RIA providing investment advisory, financial planning, and consulting for young professionals, retirees, entrepreneurs, and sudden-wealth clients. Portfolios are implemented primarily with ETFs with a small allocation to U.S. government/agency bonds. The firm uses Charles Schwab custody and offers a Black Diamond client reporting portal, led by CFP-designated president and CIO.
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Owner & Executives
LAMONT CHANGE
President
- CRD
- #5343056
- Ownership
- 75% or more
nauje change
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Imani Simone Change
--
- CRD
- #8042559
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,922,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,922,076 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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