The Change Advisory Group, LLC

The Change Advisory Group, LLC (CRD# 155409) is a financial advisory firm headquartered in , . They manage $60,123,334 in 51 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://changeadvisory.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $1,178,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

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

Lamont Change (CRD# 5343056) is an Investment Advisor Representative working at The Change Advisory Group, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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