T
$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2023
- Office Locations
- 2
Office Locations
70 East Sunrise HWY Suite 500 Valley Stream NY
7700 N. Kendall Drive Suite 509 Miami FL
About THE World Changers Investments, LLC
THE World Changers Investments, LLC is a Miami-based RIA with 2 offices. The firm has been operating for 3 years. Managing $9.6M in total assets under management, with 2 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$150.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
FRADEL BARBER
Chief Executive Officer
- CRD
- #4709285
- Ownership
- 75% or more
Available
Available
Available
KIMBERLY ELYSE GILGEOURS
COMPLIANCE OFFICER, Financial Services Professional
- CRD
- #1724769
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,637,148 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,637,148 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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