Betterment is an investment advisor in New York with $33.84 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800620933
SEC advisor number
801-70171
FINRA CRD number
149117
AUM ?
$33.84 bn
(as of 11 Oct 22)
Accounts
910,284
(as of 11 Oct 22)
Employees
397
(27 investment advisory or research)
Address
Betterment
27 WEST 23RD STREET
6TH FLOOR
NEW YORK
NY 10010
27 WEST 23RD STREET
6TH FLOOR
NEW YORK
NY 10010
Office hours
Monday - Friday, 9:30 - 6:00
Phone
212-228-1328
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Betterment Holdings, Inc. | Managing Member, Parent Entity | 04/2009 | > 75% |
Stein, Jonathan, Babcock | Shareholder | 08/2008 | 25-50% |
Lorimer, Peter, Brailler | Chief Financial Officer | 10/2018 | < 5% |
Rosenbloom, Seth, Joseph | General Counsel | 06/2020 | < 5% |
Sestak, Khaley, a | Chief Compliance Officer | 06/2020 | < 5% |
Levy, Sarah, Kirshbaum | Chief Executive Officer | 12/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21