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
| $203,000,000 | 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.
Methodology
To generate our top financial advisors list in Camas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 VehiclesPortfolio 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.
Methodology
To generate our top financial advisors list in Camas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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