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REBALANCE LLC
420 Florence St
Suite 210
Palo Alto, California 94301
Tel: 650-396-3900
About REBALANCE LLC
REBALANCE LLC, formally registered with the SEC as REBALANCE LLC. The firm was established in 09/28/2011. They have over 11 offices throughout the country.
REBALANCE LLC is a Palo Alto, California based Financial Planning firm with nearly $1,312,746,202 assets under management, offering retirement planning & investment advisory services to 1609 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158242 |
| SEC# | 801-72723 |
| Assets Managed by Firm | $1,312,746,202 |
| No. of Clients | 1609 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1609 | $1,312,746,202 |
| Individuals (other than high net worth individuals) | 443 | $295,418,122 |
| High net worth individuals | 214 | $964,838,481 |
| Pension and profit sharing plans | 13 | $22,984,976 |
| Charitable organizations | 3 | $29,504,623 |
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