Robo Report® Data

1. AUM Statistics
2. Total Portfolio Returns
3. Equity & Fixed Income Returns
4. Fees, Minimums, & Allocations
5. Risk/ Return Statistics
6. International Allocations
7. Normalized Benchmark
8. Disclosures

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AUM Statistics (Last Updated: 03/31/2022)

Produced by The Robo Report

All clients, accounts, and AUM figures are estimates
Unless otherwise noted, AUM figures include discretionarily managed assets only
*AUM figure may include cash assets held in savings account products and assets on self-directed trading platform