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Building 2BETTERMENT

Map pinNEW YORK, NY
Phone212-228-1328
NotebookSEC #801-70171
Total AUM
$69.5B
Employees
794
Clients
1,022,488

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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