Changing Parameters, LLC

Changing Parameters, LLC (CRD# 132551) is a financial advisory firm headquartered in Los Altos, CA. They manage $126,162,572 in 430 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $293,401
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, IL, NJ, NV, WA

Financial Advisors at Changing Parameters, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Howard P. Smith
CRD#: 2097495
Los Altos, CA
93
Wealthminder
score

Howard Smith (CRD# 2097495) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has over 24 years of experience in the finance industry.

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