THE CHANGE ADVISORY GROUP, LLC

THE CHANGE ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 155409). Regulatory assets under management: $74.9M.

Registration

• CRD: 155409
• Type: Registered investment adviser
• Phone: 312-662-1588
• Latest filing: 2026-03-16
• Regulatory AUM: $74.9M
• Discretionary AUM: $74.9M
• Clients: 3
• Accounts: 64

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search