Betterment LLC

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Assets, Funds, Holdings

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CAFR Data
Betterment LLC
CRD #149117
SEC #801-70171
CIK #1633901
AUM $18.1 BB (91% Disc, 100% US, 2020-03-30)
Employees245 (7% Investors, 9% Brokers)
Phone203-518-6993
Address27 West 23rd Street
New York, NY 10010
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
2016128402009201320172021
Sector Issuer Cap ($MM) Value ($MM)
VTI 2,940.5
VEA 2,423.8
VWO 1,459.9
BNDX 905.0
VTV 804.4
VOE 652.4
SHV 635.3
MUB 569.6
VBR 553.0
SCHF 423.8
View All
Holdings by Sector ($)
151296302013201520172020
Comparable Firms State AUM ($BB)
TIAA-CREF Individual & Institutional Services LLC
NY 30.5
Morgan J P FSB
FL 20.0
Thomaspartners Inc
MA 14.6
Voya Retirement Advisors LLC
CT 14.3
First Command Advisory Services
TX 13.5
Personal Capital Advisors Corporation
CA 12.2
Thrivent Investment Management Inc
MN 11.3
First Command Financial Planning Inc
TX 9.7
Slavic Mutual Funds Management Corp
FL 6.1
Evanson Asset Management LLC
CA 4.6
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