Overview
Assets Under Management: $105 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 42
Average Client Assets: $1.9 million
Frequently Asked Questions
CHANGING PARAMETERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132551), CHANGING PARAMETERS, LLC is subject to fiduciary duty under federal law.
CHANGING PARAMETERS, LLC is headquartered in LOS ALTOS, CA.
CHANGING PARAMETERS, LLC serves 42 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, CHANGING PARAMETERS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. View all service details ↓
CHANGING PARAMETERS, LLC manages $105 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, CHANGING PARAMETERS, LLC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.81%
Average Client Assets: $1.9 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 132551
Filing ID: 2069791
Last Filing Date: 2026-03-13 10:30:42