Changing Parameters, LLC

RIASEC RegisteredEst. 2004

Total AUM

$105M

Discretionary

$105M

100% of AUM

Avg account

$423K

Accounts

249

Employees

Advisory reps

Firm details

Headquarters: Los Altos, California
CRD number: 132551
Registered since: September 10, 2004
Custodians: THE HUNTINGTON INVESTMENT COMPANY
Fee structure: Percentage of AUM
Client types: HNWI76.81%
Individuals16.84%
Pension & Profit Sharing Plans3.68%
Corporations / Businesses1.94%
Other0.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Changing Parameters, LLC is an independent registered investment adviser formed in 2004 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and investment companies, and selection of third-party advisers. The firm characterizes itself as a capital allocator and does not position as an ESG-focused manager, a pension consultant, or a multi-state adviser.