BETTERMENT LLC
Legal name: BETTERMENT
CRD #149117 SEC #801-70171 NEW YORK, NY 212-228-1328
SEC Registered Disclosures
Total AUM
$56.4B
Discretionary
$56.4B
Employees
631
Clients
--
Accounts
1,200,673
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Nov 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Oct 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Aug 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Aug 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Aug 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Jul 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Jun 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| May 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Mar 2025 | $56.4B | $56.4B | $0 | 631 | 456 |
| Mar 2025 | $45.9B | $45.9B | $0 | 532 | 380 |
| Dec 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Nov 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Oct 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Sep 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Aug 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Jul 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Jun 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Apr 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Mar 2024 | $45.9B | $45.9B | $0 | 532 | 380 |
| Jan 2024 | $36.6B | $36.6B | $0 | 449 | 515 |
| Jan 2024 | $36.6B | $36.6B | $0 | 449 | 515 |
| Dec 2023 | $36.6B | $36.6B | $0 | 449 | 515 |
| Sep 2023 | $36.6B | $36.6B | $0 | 449 | 515 |
| Aug 2023 | $36.6B | $36.6B | $0 | 449 | 515 |
| Jun 2023 | $36.6B | $36.6B | $0 | 449 | 515 |
| May 2023 | $36.6B | $36.6B | $0 | 449 | 515 |
| Mar 2023 | $34.3B | $34.3B | $0 | 449 | 515 |
| Mar 2023 | $33.8B | $33.8B | $0 | 397 | 8 |
| Feb 2023 | $33.8B | $33.8B | $0 | 397 | 8 |
| Jan 2023 | $33.8B | $33.8B | $0 | 397 | 8 |
| Jan 2023 | $33.8B | $33.8B | $0 | 397 | 8 |
| Dec 2022 | $33.8B | $33.8B | $0 | 397 | 8 |
| Nov 2022 | $33.8B | $33.8B | $0 | 397 | 8 |
| Oct 2022 | $33.8B | $33.8B | $0 | 397 | 8 |
| Aug 2022 | $33.8B | $33.8B | $0 | 397 | 8 |
| Jun 2022 | $33.8B | $33.8B | $0 | 397 | 8 |
| Mar 2022 | $33.8B | $33.8B | $0 | 397 | 8 |
| Mar 2022 | $28.3B | $28.3B | $0 | 325 | 25 |
| Dec 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Nov 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Nov 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Oct 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Oct 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Sep 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| May 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Mar 2021 | $28.3B | $28.3B | $0 | 325 | 25 |
| Jan 2021 | $18.1B | $18.1B | $0 | 300 | 37 |
| Dec 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Dec 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Oct 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Jul 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Jun 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Jun 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Mar 2020 | $18.1B | $18.1B | $0 | 300 | 37 |
| Feb 2020 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Jan 2020 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Oct 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Oct 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Sep 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Aug 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Jul 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| May 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Mar 2019 | $16.4B | $16.4B | $0 | 245 | 560,019 |
| Mar 2019 | $14.1B | $14.1B | $0 | 216 | 845 |
| Mar 2019 | $14.1B | $14.1B | $0 | 216 | 845 |
| Feb 2019 | $14.1B | $14.1B | $0 | 216 | 845 |
| Jan 2019 | $14.1B | $14.1B | $0 | 216 | 845 |
| Dec 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Nov 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Nov 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Oct 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Oct 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Sep 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Aug 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Jul 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Jun 2018 | $14.1B | $14.1B | $0 | 216 | 845 |
| Mar 2018 | $13.5B | $13.5B | $0 | 216 | 845 |
| Mar 2018 | $11.9B | $11.9B | $0 | 208 | 191 |
| Feb 2018 | $11.9B | $11.9B | $0 | 208 | 191 |
| Jan 2018 | $11.9B | $11.9B | $0 | 208 | 191 |
| Jan 2018 | $11.9B | $11.9B | $0 | 208 | 191 |
| Dec 2017 | $11.9B | $11.9B | $0 | 208 | 191 |
| Dec 2017 | $11.9B | $11.9B | $0 | 208 | 191 |
| Nov 2017 | $11.9B | $11.9B | $0 | 208 | 191 |
| Sep 2017 | $10.1B | $10.1B | $0 | 219 | 208,900 |
| Jul 2017 | $10.1B | $10.1B | $0 | 219 | 275,280 |
| Jul 2017 | $9.1B | $9.1B | $0 | 219 | 208,900 |
| Jul 2017 | $9.1B | $9.1B | $0 | 219 | 208,900 |
| Jul 2017 | $9.1B | $9.1B | $0 | 219 | 208,900 |
| Jun 2017 | $9.1B | $9.1B | $0 | 219 | 208,900 |
| May 2017 | $9.1B | $9.1B | $0 | 219 | 208,900 |
| May 2017 | $8B | $8B | $0 | 219 | 208,900 |
| Mar 2017 | $8B | $8B | $0 | 219 | 208,900 |
| Mar 2017 | $8B | $8B | $0 | 219 | 208,900 |
| Mar 2017 | $8B | $8B | $0 | 219 | 208,900 |
| Jan 2017 | $7.4B | $7.4B | $0 | 219 | 208,900 |
| Jan 2017 | $7B | $7B | $0 | 136 | 130,100 |
| Jan 2017 | $7B | $7B | $0 | 136 | 130,100 |
| Dec 2016 | $6.1B | $6.1B | $0 | 136 | 130,100 |
| Oct 2016 | $6.1B | $6.1B | $0 | 136 | 130,100 |
| Sep 2016 | $5.1B | $5.1B | $0 | 136 | 130,100 |
| Sep 2016 | $5.1B | $5.1B | $0 | 136 | 130,100 |
| Sep 2016 | $5.1B | $5.1B | $0 | 136 | 130,100 |
| Aug 2016 | $5.1B | $5.1B | $0 | 136 | 130,100 |
| Jul 2016 | $5.1B | $5.1B | $0 | 136 | 130,100 |
| Mar 2016 | $4B | $4B | $0 | 136 | 130,100 |
| Feb 2016 | $3.5B | $3.5B | $0 | 85 | 75,000 |
| Jan 2016 | $3.2B | $3.2B | $0 | 85 | 75,000 |
| Nov 2015 | $3B | $3B | $0 | 85 | 75,000 |
| Oct 2015 | $2.9B | $2.9B | $0 | 85 | 75,000 |
| Oct 2015 | $2.8B | $2.8B | $0 | 85 | 75,000 |
| Oct 2015 | $2.8B | $2.8B | $0 | 85 | 75,000 |
| Sep 2015 | $2.6B | $2.6B | $0 | 85 | 75,000 |
| Aug 2015 | $2.6B | $2.6B | $0 | 85 | 75,000 |
| Jul 2015 | $2.5B | $2.5B | $0 | 85 | 75,000 |
| Jul 2015 | $2.5B | $2.5B | $0 | 85 | 75,000 |
| Jul 2015 | $2.4B | $2.4B | $0 | 85 | 75,000 |
| Jun 2015 | $2.3B | $2.3B | $0 | 85 | 75,000 |
| May 2015 | $2.2B | $2.2B | $0 | 85 | 75,000 |
| May 2015 | $2.1B | $2.1B | $0 | 85 | 75,000 |
| Apr 2015 | $2B | $2B | $0 | 85 | 75,000 |
| Apr 2015 | $1.9B | $1.9B | $0 | 85 | 75,000 |
| Apr 2015 | $1.9B | $1.9B | $0 | 85 | 75,000 |
| Mar 2015 | $1.7B | $1.7B | $0 | 85 | 75,000 |
| Mar 2015 | $1.6B | $1.6B | $0 | 70 | 71,904 |
| Feb 2015 | $1.5B | $1.5B | $0 | 70 | 67,457 |
| Feb 2015 | $1.4B | $1.4B | $0 | 70 | 65,058 |
| Jan 2015 | $1.3B | $1.3B | $0 | 70 | 61,560 |
| Jan 2015 | $1.2B | $1.2B | $0 | 70 | 58,561 |
| Dec 2014 | $1.1B | $1.1B | $0 | 70 | 53,792 |
| Nov 2014 | $1B | $1B | $0 | 70 | 47,826 |
| Nov 2014 | $952.1M | $952.1M | $0 | 70 | 47,826 |
| Oct 2014 | $900.3M | $900.3M | $0 | 70 | 47,058 |
| Oct 2014 | $876M | $876M | $0 | 70 | 46,624 |
| Sep 2014 | $840.4M | $840.4M | $0 | 70 | 44,400 |
| Jul 2014 | $703.4M | $703.4M | $0 | 60 | 39,268 |
| Jun 2014 | $620.1M | $0 | $620.1M | 50 | 37,395 |
| Jun 2014 | $620.1M | $0 | $620.1M | 50 | 37,395 |
| Apr 2014 | $502.2M | $0 | $502.2M | 50 | 34,400 |
| Apr 2014 | $455.3M | $0 | $455.3M | 45 | 32,000 |
| Mar 2014 | $450M | $0 | $450M | 45 | 30,000 |
| Feb 2014 | $406.4M | $0 | $406.4M | 40 | 30,000 |
| Dec 2013 | $303.2M | $0 | $303.2M | 40 | 25,300 |
| Nov 2013 | $303.2M | $0 | $303.2M | 40 | 25,300 |
| Apr 2013 | $159.2M | $0 | $159.2M | 20 | 17,500 |
| Apr 2012 | $36M | $0 | $36M | 1 | 10,000 |
| Nov 2011 | $14.2M | $0 | $14.2M | 1 | 1,000 |
| Jul 2011 | $4.9M | $0 | $4.9M | 5 | -- |
| Apr 2011 | $4.9M | $0 | $4.9M | 5 | -- |
| Mar 2011 | $4.9M | $0 | $4.9M | 5 | -- |
| Feb 2011 | $4.9M | $0 | $4.9M | 5 | -- |
| Oct 2010 | $1.7M | $0 | $1.7M | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
| May 2010 | $0 | $0 | $0 | 10 | -- |
| May 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
| Apr 2009 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateNov 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateOct 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateAug 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateAug 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateAug 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateJul 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateJun 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateMay 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateMar 2025
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees631
Clients456
DateMar 2025
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateDec 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateNov 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateOct 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateSep 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateAug 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateJul 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateJun 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateApr 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateMar 2024
Total AUM$45.9B
Discretionary$45.9B
Non-Disc.$0
Employees532
Clients380
DateJan 2024
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateJan 2024
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateDec 2023
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateSep 2023
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateAug 2023
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateJun 2023
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateMay 2023
Total AUM$36.6B
Discretionary$36.6B
Non-Disc.$0
Employees449
Clients515
DateMar 2023
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees449
Clients515
DateMar 2023
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateFeb 2023
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateJan 2023
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateJan 2023
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateDec 2022
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateNov 2022
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateOct 2022
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateAug 2022
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateJun 2022
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateMar 2022
Total AUM$33.8B
Discretionary$33.8B
Non-Disc.$0
Employees397
Clients8
DateMar 2022
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateDec 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateNov 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateNov 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateOct 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateOct 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateSep 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateMay 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateMar 2021
Total AUM$28.3B
Discretionary$28.3B
Non-Disc.$0
Employees325
Clients25
DateJan 2021
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateDec 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateDec 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateOct 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateJul 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateJun 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateJun 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateMar 2020
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees300
Clients37
DateFeb 2020
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateJan 2020
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateOct 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateOct 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateSep 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateAug 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateJul 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateMay 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateMar 2019
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees245
Clients560,019
DateMar 2019
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateMar 2019
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateFeb 2019
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateJan 2019
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateDec 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateNov 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateNov 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateOct 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateOct 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateSep 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateAug 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateJul 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateJun 2018
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees216
Clients845
DateMar 2018
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees216
Clients845
DateMar 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateFeb 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateJan 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateJan 2018
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateDec 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateDec 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateNov 2017
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees208
Clients191
DateSep 2017
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees219
Clients208,900
DateJul 2017
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees219
Clients275,280
DateJul 2017
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees219
Clients208,900
DateJul 2017
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees219
Clients208,900
DateJul 2017
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees219
Clients208,900
DateJun 2017
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees219
Clients208,900
DateMay 2017
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees219
Clients208,900
DateMay 2017
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees219
Clients208,900
DateMar 2017
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees219
Clients208,900
DateMar 2017
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees219
Clients208,900
DateMar 2017
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees219
Clients208,900
DateJan 2017
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees219
Clients208,900
DateJan 2017
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees136
Clients130,100
DateJan 2017
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees136
Clients130,100
DateDec 2016
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees136
Clients130,100
DateOct 2016
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees136
Clients130,100
DateSep 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees136
Clients130,100
DateSep 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees136
Clients130,100
DateSep 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees136
Clients130,100
DateAug 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees136
Clients130,100
DateJul 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees136
Clients130,100
DateMar 2016
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees136
Clients130,100
DateFeb 2016
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees85
Clients75,000
DateJan 2016
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees85
Clients75,000
DateNov 2015
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees85
Clients75,000
DateOct 2015
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees85
Clients75,000
DateOct 2015
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees85
Clients75,000
DateOct 2015
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees85
Clients75,000
DateSep 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees85
Clients75,000
DateAug 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees85
Clients75,000
DateJul 2015
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees85
Clients75,000
DateJul 2015
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees85
Clients75,000
DateJul 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees85
Clients75,000
DateJun 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees85
Clients75,000
DateMay 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees85
Clients75,000
DateMay 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients75,000
DateApr 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients75,000
DateApr 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees85
Clients75,000
DateApr 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees85
Clients75,000
DateMar 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees85
Clients75,000
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees70
Clients71,904
DateFeb 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees70
Clients67,457
DateFeb 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees70
Clients65,058
DateJan 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients61,560
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees70
Clients58,561
DateDec 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees70
Clients53,792
DateNov 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees70
Clients47,826
DateNov 2014
Total AUM$952.1M
Discretionary$952.1M
Non-Disc.$0
Employees70
Clients47,826
DateOct 2014
Total AUM$900.3M
Discretionary$900.3M
Non-Disc.$0
Employees70
Clients47,058
DateOct 2014
Total AUM$876M
Discretionary$876M
Non-Disc.$0
Employees70
Clients46,624
DateSep 2014
Total AUM$840.4M
Discretionary$840.4M
Non-Disc.$0
Employees70
Clients44,400
DateJul 2014
Total AUM$703.4M
Discretionary$703.4M
Non-Disc.$0
Employees60
Clients39,268
DateJun 2014
Total AUM$620.1M
Discretionary$0
Non-Disc.$620.1M
Employees50
Clients37,395
DateJun 2014
Total AUM$620.1M
Discretionary$0
Non-Disc.$620.1M
Employees50
Clients37,395
DateApr 2014
Total AUM$502.2M
Discretionary$0
Non-Disc.$502.2M
Employees50
Clients34,400
DateApr 2014
Total AUM$455.3M
Discretionary$0
Non-Disc.$455.3M
Employees45
Clients32,000
DateMar 2014
Total AUM$450M
Discretionary$0
Non-Disc.$450M
Employees45
Clients30,000
DateFeb 2014
Total AUM$406.4M
Discretionary$0
Non-Disc.$406.4M
Employees40
Clients30,000
DateDec 2013
Total AUM$303.2M
Discretionary$0
Non-Disc.$303.2M
Employees40
Clients25,300
DateNov 2013
Total AUM$303.2M
Discretionary$0
Non-Disc.$303.2M
Employees40
Clients25,300
DateApr 2013
Total AUM$159.2M
Discretionary$0
Non-Disc.$159.2M
Employees20
Clients17,500
DateApr 2012
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees1
Clients10,000
DateNov 2011
Total AUM$14.2M
Discretionary$0
Non-Disc.$14.2M
Employees1
Clients1,000
DateJul 2011
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees5
Clients--
DateApr 2011
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2011
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees5
Clients--
DateFeb 2011
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees5
Clients--
DateOct 2010
Total AUM$1.7M
Discretionary$0
Non-Disc.$1.7M
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--