Top financial advisors in Camas, WA
We've curated a list of the best financial advisors in Camas, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $203,000,000 Number of advisors 9 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Camas, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Change Global Investment, LLC
CHANGE Global Investment, LLC is a registered investment adviser specializing in portfolio management services for pooled investment vehicles and businesses. The firm was established on April 29, 2013, and is owned and managed by Theodora Jamison. CHANGE Global primarily focuses on long-term capital appreciation by investing in publicly listed equities in developing countries, targeting economies in Africa, Asia, Eastern Europe, and South America. The firm offers tailored investment advisory services to private limited partnerships and separately managed accounts, allowing clients to place restrictions on their investments. CHANGE Global does not participate in wrap fee programs and manages assets totaling $200,600,000 as of December 31, 2024. The fee structure includes quarterly asset-based management fees ranging from 0.25% to 0.3375% for different investment vehicles. The firm acts as a fiduciary, exercising investment discretion for clients and maintaining custody of assets with qualified custodians. CHANGE Global has not been involved in any disciplinary events and has a sound financial condition, ensuring the ability to meet contractual commitments to clients.
$203,000,000 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Camas, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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