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
Changing Parameters, LLC
By the Numbers
-
Total Assets Under Management93MILLION
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Total Number of Accounts256ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Changing Parameters, LLC
1
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) 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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