The CHANGE PATH is a privately held investment adviser that advises $8.79Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CHANGE PATH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 180.94% over the last 5-years.
The Group has been registered with the SEC for 13.16 years and is comprised of 2 filing and 0 relying advisers. They operate out of 48 office locations with their Headquarters at 6330 SPRINT PKWY SUITE 400, OVERLAND PARK, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 418 employees comprised of 326 investment and 92 non-investment staff. The total number of Employees increased by 50.9% over the last 5-years.
Their $8.79Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 349 other accounts. Assets of Individuals clients own $5.24Bn or 59.63% of Total Assets and High Net Worth Individuals own $2.87Bn or 32.61% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CHANGE PATH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.