1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2REBALANCE LLC

Map pinPALO ALTO, CA
Phone650-396-3900
NotebookSEC #801-72723
Total AUM
$1.9B
Employees
18
Clients
656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
635 BRYANT STREET
#6
PALO ALTO
CA 94301
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
650-396-3900
Other Offices
10

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,727
Discretionary
$1.9B
Accounts
1,727
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
439
AUM
$404.2M
HNW Individual Clients
197
AUM
$1.4B
Pension/Profit Sharing Plan Clients
17
AUM
$14.4M
Charitable Organization Clients
3
AUM
$130.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCFLIDILINLAMAMDMEMIMONCNHNJNMNVNYOHOKORPARISCTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account