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