Rebalance LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 158242
- Registered since
- September 28, 2011
- Website
- www.rebalance360.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.54%
- Individuals20.96%
- Charitable Organizations6.76%
- Pension & Profit Sharing Plans0.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Rebalance LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2011. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its fee schedule combines asset-based fees with fixed-fee engagements. FINTRX flags the firm as not operating as a capital allocator and not an active ESG investor. Rebalance LLC has been recognized in industry lists, including a mention by FA Magazine in 2020 and by Forbes in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Mitchell Tuchman
Managing Director and Chief Investment OfficerCRD 5580017
Contacts
3 of 8
Sonja Breeding
Vice PresidentCRD 4746458
Christie Whitney
Senior Vice President, Wealth ManagementCRD 3260111
Svetlana Kot
Vice President of Finance and OperationsCRD 7854780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$1.9B in ETFs
98%
$1.9B
<1%
$30.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $427M | 14,738,453 | 22.51% |
Location
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 635 Bryant St
- Time zone
- PT (UTC-8)
- Office locations
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