Changing Parameters, LLC

Changing Parameters, LLC (CRD# 132551) is a financial advisory firm headquartered in Los Altos, CA. They manage $93,040,421 in 256 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $363,439
Compensation Options
  • A percentage of assets under your management
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")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Changing Parameters, LLC
Showing 1 - 2 of 2 top financial advisors.
1
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 32 years of experience in the finance industry.

2
Nicholas Winstead
CRD#: 7353567
201 Main Street, Suite 150, Los Altos, CA 94022

Nicholas Winstead (CRD# 7353567) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has 1 year of experience in the finance industry.

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