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CHANGING PARAMETERS, LLC
LOS ALTOS, CA
650-327-7705
SEC #801-63495Total AUM
$105.4M
Employees
4Clients
117Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
201 MAIN STREET
SUITE 150
LOS ALTOS
CA 94022
United States
SUITE 150
LOS ALTOS
CA 94022
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
650-327-7705
Other Offices
1
Financials
Total AUM
$105.4M
Accounts
249Discretionary
$105.4M
Accounts
249Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
67AUM
$17.7M
HNW Individual Clients
42AUM
$81M
Investment Company Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$3.9M
Corporation or Business Clients
5AUM
$2M
Other Clients
1AUM
$768.5K
Description of Other Clients
CHARITABLE REMAINDER TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TACTICAL ALLOCATION SERVICES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.