|
⚲
|
| T Rowe Price Advisory Services Inc
✚
|
|
|---|---|
| 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) |
|---|
| 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
✚
|
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 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
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 |