Betterment

Betterment (CRD# 149117) is a financial advisory firm headquartered in New York, NY. They manage $45,932,816,617 in 1,103,630 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
27 West 23rd Street, 6th Floor, New York, NY 10010
https://www.betterment.com/401k/
By the Numbers
  • Total Assets Under Management
    45,933
    MILLION
  • Total Number of Accounts
    1,103,630
    ACCOUNTS
  • Average Account Value
    $41,620
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Betterment
Showing 11 - 12 of 12 top financial advisors.
11
Conner Thompson, financial advisor New York NY
Conner J. Thompson
CRD#: 7894202
27 West 23rd Street, 6th Floor, New York, NY 10010

Conner Thompson (CRD# 7894202) is an Investment Advisor Representative working at Betterment in New York, NY and has 1 year of experience in the finance industry.

12
Dana Trentalange, financial advisor New York NY
Dana C. Trentalange
CRD#: 6982884
27 West 23rd Street, 6th Floor, New York, NY 10010

Dana Trentalange (CRD# 6982884) is an Investment Advisor Representative working at Betterment in New York, NY and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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