Changing Parameters, LLC

Changing Parameters, LLC (CRD# 132551) is a financial advisory firm headquartered in Los Altos, CA. They manage $96,971,356 in 260 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
201 Main Street, Suite 150, Los Altos, CA 94022
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $372,967
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, IL, NV, WA

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

Howard Smith (CRD# 2097495) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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