Rebalance LLC

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$1.1M

Accounts

1,727

Employees

Advisory reps

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

FINTRX

Overview

Rebalance LLC is an independent registered investment adviser organized as an LLC. The firm has been registered with the SEC since 2011. Its client base includes high-net-worth individuals and families as well as institutional clients. Services emphasized in regulatory filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Rebalance charges a mix of percentage-of-AUM fees and fixed fees. The firm does not identify itself as an active ESG investor. Ownership is listed as a combination of individual and foreign-entity interests. Rebalance has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ America’s Top RIA Firms (2023).