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T Rowe Price Advisory Services Inc
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CRD # | 108958 |
SEC # | 801-58098 |
CIK # | |
AUM | $706.2 MM (2023-03-24) |
Employees | 47 (70% Investors, 85% Brokers) |
Phone | 800-225-5132 |
Address | 4515 Painters Mills Road Owings Mills, MD 21117 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 4,161 | 705.5 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.7 |
(n) Other | 0 | 0.0 |
Total | 4,162 | 706.2 |
By Discretionary | ||
Discretionary | 4,162 | 706.2 |
Non-Discretionary | 0 | 0.0 |
Total | 4,162 | 706.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 706.2 | |
Total | 4,162 | 706.2 |
Related Firms | State | AUM ($BB) |
---|---|---|
T Rowe Price Associates Inc
✚
|
MD | 1,506.5 |
T Rowe Price International Ltd
✚
|
184.0 | |
T Rowe Price Japan Inc
✚
|
18.2 | |
T Rowe Price Singapore Private Ltd
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|
14.5 | |
TRowe Price Hong Kong Limited
✚
|
11.9 | |
T Rowe Price Australia Limited
✚
|
11.1 | |
T Rowe Price Canada Inc
✚
|
MD | 4.7 |
T Rowe Price Advisory Services Inc
✚
|
MD | 0.7 |
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Aufman Associates Inc
✚
|
PA | 0.7 |
Makrod Investment Associates Inc
✚
|
NJ | 0.7 |
The Pacific Center for Financial Services
✚
|
CA | 0.7 |
James J Burns & Company LLC
✚
|
NY | 0.7 |
Penn Davis McFarland Inc
✚
|
TX | 0.7 |
Chemistry Wealth Management LLC
✚
|
NY | 0.7 |
Altiora Financial Group LLC
✚
|
OH | 0.7 |
Avion Wealth LLC
✚
|
TX | 0.7 |
Greatmark Investment Partners Inc
✚
|
GA | 0.7 |
Systm Wealth Solutions LLC
✚
|
IL | 0.7 |