|
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| Betterment LLC
✚
| |
|---|---|
| CRD # | 149117 |
| SEC # | 801-70171 |
| CIK # | 0001633901 |
| AUM | $45.9 BB (2024-08-30) |
| Employees | 532 (6% Investors, 6% Brokers) |
| Phone | 212-228-1328 |
| Address | 450 West 33rd Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 827,627 | 33.2 |
| (b) Individuals (high net worth individuals) | 15,873 | 9.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3,593 | 2.7 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 273 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,103,630 | 45.9 |
| By Discretionary | ||
| Discretionary | 1,103,630 | 45.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103,630 | 45.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.9 | |
| Total | 1,103,630 | 45.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633901] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 49.9 |
|
Kestra Advisory Services LLC
✚
|
TX | 48.3 |
|
Breckinridge Capital Advisors Inc
✚
|
MA | 47.9 |
|
Parnassus Investments LLC
✚
|
CA | 46.5 |
|
Mondrian Investment Partners Limited
✚
|
45.3 | |
|
Sands Capital Management LLC
✚
|
VA | 45.0 |
|
Silchester International Investors LLP
✚
|
43.3 | |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 41.2 |
|
Causeway Capital Management LLC
✚
|
CA | 40.6 |
|
Envestnet Portfolio Solutions Inc
✚
|
IL | 40.5 |