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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- North atlasGlacier
- Established Date
- 01-31-2023
- Office Locations
- 1
Office Locations
About Good Balance FP LLC
Good Balance Financial Planning is a Los Angeles-based, fee-only fiduciary firm offering financial planning and investment management for professional women in greater LA, especially attorneys, executives, and entrepreneurs in major life transitions. Investment allocations are primarily ETFs with U.S. government/municipal bonds, often custodied at Schwab. Founder Arielle Bittoni has been featured in MarketWatch and Real Simple.
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Owner & Executives
ARIELLE LOUISE BITTONI
Chief Compliance Officer, Founder, MANAGING DIRECTOR, Owner, Wealth Advisor
- CRD
- #4706290
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,893,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,893,378 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,893,378
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $656,064,428 | 7.5% |
| U.S. Government/Agency | $2,169,386,376 | 24.8% |
| Cash | $1,950,698,233 | 22.3% |
| Municipal Bonds | $831,014,942 | 9.5% |
| Other | $2,580,520,084 | 29.5% |
| Sovereign Bonds | $559,841,646 | 6.4% |
| Total | $8,747,525,709 | 100.0% |