The World Changers Investments, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 326532
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, BETTERMENT, FIDELITY BROKERAGE SERVICEDS
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The World Changers Investments, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). The firm describes itself as a capital allocator and provides portfolio management across client segments that include individuals/small businesses and larger business or institutional accounts. Its advisory scope also lists pension consulting services and the selection of other advisers, indicating a role in manager selection and oversight in addition to direct portfolio management. The firm does not identify as an active ESG investor. It reports an affiliation with an insurance company and operates under an individual owner structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Non-Exchange Traded Equities49%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Fradel Barber
Chief Executive OfficerCRD 4709285
Contacts
1 of 1
Kimberly Gilgeours
Managing DirectorCRD 1724769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 7700 N Kendall Dr
- Time zone
- ET (UTC-5)
- Office locations
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