Andrew
Rodriguez
Change Finance
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About this Advisor
Andrew Rodriguez is a financial advisor based in Alexandria, Virginia, working with Change Finance. Andrew has previously held positions at Principium Investments, LLC, Keel Asset Management, Arjuna Capital, and Change Finance, Pbc. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Andrew is part of Change Finance, which operates out of Alexandria, Virginia. The firm has 1 office and 5 employees. The firm manages assets totaling $132.1 million. The services offered by the firm include portfolio management for investment companies and other services. The fee structure at Change Finance includes asset-based fees.
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Change Finance Brokerage Details
$132,098,398
5
1
$132,098,398
Investment Advisory Services
- Portfolio management for investment companies
- Other
Andrew Rodriguez Work History
Change Finance, Pbc
Principium Investments, LLC
Keel Asset Management
Arjuna Capital
Disclosures
Please visit the SEC profile of Andrew Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Change Finance
Alexandria, VA
Alexandria, VA
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