The Change Advisory Group, LLC

The Change Advisory Group, LLC (CRD# 155409) is a financial advisory firm headquartered in , . They manage $33,465,652 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,115,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at The Change Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lamont Change
CRD#: 5343056
Chicago, IL
96
Wealthminder
score

Lamont Change (CRD# 5343056) is an Investment Advisor Representative working at The Change Advisory Group, LLC in Chicago, IL and has over 10 years of experience in the finance industry. Lamont Change has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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