Rebalance LLC
Rebalance LLC (CRD# 158242) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,312,746,202 in 1,609 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management1,313MILLION
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Total Number of Accounts1,609ACCOUNTS
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Average Account Value$815,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AZ, CA, CO, CT, DC, FL, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA
Sarah Brandon (CRD# 5701372) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 14 years of experience in the finance industry.
Andrew Pratt (CRD# 1087341) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 26 years of experience in the finance industry.
Scott Puritz (CRD# 6179412) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.
Mitchell Tuchman (CRD# 5580017) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.
Christie Whitney (CRD# 3260111) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.
Svetlana Kot (CRD# 7854780) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has 1 year of experience in the finance industry.
David Ranney (CRD# 3150716) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 25 years of experience in the finance industry.