Rebalance LLC

Rebalance LLC (CRD# 158242) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,125,564,003 in 1,642 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,126
    MILLION
  • Total Number of Accounts
    1,642
    ACCOUNTS
  • Average Account Value
    $685,484
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rebalance LLC
Showing 1 - 7 of 7 top financial advisors.
1
Sarah S. Brandon
CRD#: 5701372
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

2
Andrew G. Pratt
CRD#: 1087341
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

3
Scott D. Puritz
CRD#: 6179412
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

4
Mitchell J. Tuchman
CRD#: 5580017
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

5
Christie M. Whitney
CRD#: 3260111
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

6
Svetlana A. Kot
CRD#: 7854780
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

7
David W. Ranney
CRD#: 3150716
420 Florence St, Suite 210, Palo Alto, CA 94301

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.

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