Dorrit
Lowsen

Change Finance

CRD#6806393
Investment Advisor
in Alexandria, VA

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About this Advisor

Dorrit Lowsen is a financial advisor working in Alexandria, Virginia with a total of 6 years of industry experience. Lowsen is an employee of Change Finance. During their career, the advisor has held roles at Change Finance, Pbc, Us Embassy Beijing and Agora Partnerships. Lowsen holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Virginia. Change Finance is an advisory company with a branch in Alexandria, Virginia. The firm has just four advisors. It oversees $113 million in total assets across its one accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The business has a set of services, including portfolio management for investment companies and other services. Financial management fee schedules usually depend on the type of financial services. Fee types billed by Change Finance typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

Alexandria, VA

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Change Finance Brokerage Details

Total Assets Under Management

$112,736,433

Total Number of Employees

4

Total Number of Accounts

1

Average Account Size

$112,736,433

Investment Advisory Services

  • Portfolio management for investment companies
  • Other

Dorrit Lowsen Work History

Dorrit has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Change Finance, Pbc

2015 - 2016 (1 year)

Us Embassy Beijing

2014 - 2015 (1 year)

Us Embassy Beijing

2011 - 2014 (3 years)

Agora Partnerships

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dorrit Lowsen 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

Dorrit Lowsen
Alexandria, VA
Andrew Rodriguez
Alexandria, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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