CHANGING PARAMETERS, LLC

201 Main Street
Suite 150
Los Altos, California 94022
Tel: 650-327-7705

About CHANGING PARAMETERS, LLC

CHANGING PARAMETERS, LLC, formally registered with the SEC as CHANGING PARAMETERS, LLC. The firm was established in 09/10/2004. They have over 2 offices throughout the country.

CHANGING PARAMETERS, LLC is a Los Altos, California based Financial Planning firm with nearly $102,336,811 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132551
SEC#	801-63495
Assets Managed by Firm	$102,336,811
No. of Clients	255
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Selection for other advisors
Other (TACTICAL ALLOCATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	255	$102,336,811
Individuals (other than high net worth individuals)	70	$18,152,836
High net worth individuals	43	$77,528,445
Pension and profit sharing plans	Fewer than 5 clients	$4,043,562
Corporations or other businesses	5	$2,126,405

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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