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).
Total Assets Under Management126MILLION
Total Number of Accounts430ACCOUNTS
Average Account Value$293,401
- 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, GA, IL, NJ, NV, WA
Howard Smith (CRD# 2097495) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has over 25 years of experience in the finance industry.