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BETTERMENT LLC

Company Details

Name: BETTERMENT LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Dec 2023 (a year ago)
Organization Date: 09 Dec 2023 (a year ago)
Last Annual Report: 23 May 2024 (9 months ago)
Managed By: Members
Organization Number: 1326016
Industry: Real Estate
Number of Employees: Small (0-19)
ZIP code: 42303
City: Owensboro
Primary County: Daviess County
Principal Office: 1085 E Byers Ave, Apt 203, Owensboro, KY 42303
Place of Formation: KENTUCKY

Registered Agent

Name Role
UNITED STATES CORPORATION AGENTS, INC. Registered Agent

Member

Name Role
Ricardo Jose Garza Member
Mary Phoebe Athey Member

Organizer

Name Role
Cheyenne Moseley Organizer

Filings

Name File Date
Dissolution 2024-10-17
Annual Report 2024-05-23
Articles of Organization 2023-12-09

CFPB Complaint

Complaint Id Date Received Issue Product
8301472 2024-02-07 Closing an account Checking or savings account
Issue Closing an account
Timely Yes
Company Betterment LLC
Product Checking or savings account
Sub Issue Fees charged for closing account
Sub Product Other banking product or service
Date Received 2024-02-07
Submitted Via Web
Company Response Closed with explanation
Consumer Disputed N/A
Date Sent To Company 2024-02-09
Complaint What Happened I was having a XXXX IRA account in Betterment.com and when I open this account there was no fees for Closing or transfer the account to another company. Now I transfer my account to XX/XX/2024 XXXX XXXX during the time of transfer the Betterment.com Charge me {$75.00} I asked to refund on the basis of the term I opened the account but they denied to refund my {$75.00}. when I opened there was no fees it was advertised and written on website its free open and Closing or Transfer whenever the customer want to. I need your help and intervention please resolve this matter because its not Transparent and legitimate professional business by the Betterment.com. This Betterment investment company need to refund my money because they introduce this after I open the account and there was no information for me by mail or any communication by betterment.com I am hoping for a transparent and professional solution of this matter. Thanks,
Consumer Consent Provided Consent provided

Sources: Kentucky Secretary of State