Changing Parameters, LLC
Changing Parameters, LLC (CRD# 132551) is a financial advisory firm headquartered in Los Altos, CA. They manage $75,477,736 in 253 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts253ACCOUNTS
Average Account Value$298,331
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, IL, NV, WA
Howard Smith (CRD# 2097495) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has over 28 years of experience in the finance industry.