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 that began SEC registration in 2011. Ownership is held by a mix of individual and foreign-entity interests. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines percentage-of-AUM billing with fixed fees. Rebalance’s public recognition includes placements on FA Magazine’s Top RIA Firms list (2020) and Forbes’ America’s Top RIA Firms list (2023). The firm does not position itself as an ESG-focused allocator.
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%
Contacts
3 of 9SONJA BREEDING
Vice PresidentCRD 4746458
CHRISTIE WHITNEY
Vice PresidentCRD 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 83Active vs passive
$1.7B in ETFs
98%
$1.7B
<1%
$30.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $379M | 15,082,487 | 22.12% |
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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