REBALANCE LLC

PALO ALTO, California·3 registered advisors·CRD# 158242
SEC# 801-7272310650-396-3900
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at REBALANCE LLC

3 registered advisors
Joseph Esparraguera
PALO ALTO, California
Mitchell Jay Tuchman
PALO ALTO, California
Scott David Puritz
PALO ALTO, California
05

Office Locations

PALO ALTO, California
3 advisors

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Data sourced from SEC Form ADV filings. REBALANCE LLC (CRD# 158242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.