Rebalance LLC


Assets, Funds, Holdings

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Rebalance LLC
CRD #158242
SEC #801-72723
AUM $795.5 MM (100% Disc, 100% US, 2020-03-30)
Employees17 (41% Investors, 0% Brokers)
Address420 Florence St
Palo Alto, CA 94301
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
J L Bainbridge & Co Inc
FL 0.8
George McKelvey Co Inc
NJ 0.8
Jacobs & Company LLC
CA 0.8
Baldwin Investment Management LLC
PA 0.8
Naples Global Advisors LLC
FL 0.8
Medley & Brown LLC
MS 0.8
Traphagen Investment Advisors LLC
NJ 0.8
Petso Financial Consultants LLC
ID 0.8
North Point Portfolio Managers Corporation
OH 0.8
Verus Financial Partners Inc
VA 0.8
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