T. Rowe Price Advisory Services, Inc.
Firm details
- Headquarters
- Owings Mills, Maryland
- CRD number
- 108958
- Registered since
- November 17, 2000
- Website
- www.troweprice.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals99.97%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
T. Rowe Price Advisory Services, Inc. is a corporate investment adviser that has been registered with the SEC since 2000 and focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management and other fee arrangements. It operates in roles beyond advisory services — including CPO/CTA activity — and maintains industry affiliations that include broker-dealer relationships, trust company activity, and sponsor/manager roles for pooled investment vehicles. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 491
Kenneth Krell
Senior Sales ExecutiveCRD 5710544
Joshua Bullis
EmployeeCRD 5732630
Steven Page
Client LiaisonCRD 5766199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Owings Mills, MD
Baltimore
Location
Owings Mills, MD
Headquartered in Owings Mills, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 4525 Painters Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
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