REBALANCE LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 158242). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Mitchell Jay Tuchman | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER; OWNER | — |
| Scott David Puritz | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; MANAGING DIRECTOR; OWNER | — |
| TUCHMAN MITCHELL JAY | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER; MANAGING MEMBERS AND DIRECT OWNERS; MANAGING MEMBERS/DIRECT OWNER/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| PURITZ SCOTT DAVID | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; CO-OWNER; MANAGING MEMBERS AND DIRECT OWNERS (+1 more) | — |
| ESPARRAGUERA JOSEPH | CCO | — |
| CHU MARIA LUI | CCO | — |
| Svetlana A Kot | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 650-396-3900 |
| — | — | 1 | 650-396-3900 |
| BEVERLY HILLS | CA | 1 | 650-396-3900 |
| — | — | 1 | 650-396-3900 |
| — | — | 1 | 650-396-3900 |
| — | — | 1 | 650-396-3900 |
| — | — | 1 | 650-396-3900 |
| — | — | 1 | 650-285-1995 |
| — | — | 1 | 650-285-1995 |
| — | — | 1 | 650-396-3900 |