Unclaimed Profile

Howard Paul Smith

CHANGING PARAMETERS, LLC·LOS ALTOS, California

Clean recordCHANGING PARAMETERS, LLC

201 MAIN STREET, LOS ALTOS, CA 94022CRD# 2097495Firm CRD# 132551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howard Paul Smith · LOS ALTOS, CA

Registration

CRD #2097495 · CHANGING PARAMETERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Howard Paul Smith is a registered financial advisor based in LOS ALTOS, California, affiliated with CHANGING PARAMETERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHANGING PARAMETERS, LLC

AUM

$93M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHANGING PARAMETERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2097495

Firm CRD# 132551

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Frequently Asked Questions

What services does Howard Paul Smith offer?

Howard Paul Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.

What are Howard Paul Smith's credentials?

Howard Paul Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Paul Smith located?

Howard Paul Smith is based in LOS ALTOS, California, working with CHANGING PARAMETERS, LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Howard Paul Smith charge for services?

Howard Paul Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHANGING PARAMETERS, LLC?

CHANGING PARAMETERS, LLC has approximately 3 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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