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 organized as a corporation and has been SEC‑registered since 2000. The firm’s client focus is individual and family households; its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Compensation is structured primarily as a percentage of assets under management, with other fee arrangements also used. The firm lists CPO/CTA activities among its business functions and maintains a range of industry roles and affiliations, including broker‑dealer relationships, trust company activity, and sponsor/GP roles for pooled investment vehicles. The snapshot indicates the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 452
Patrick Hartnett
Financial Services SpecialistCRD 6806694
Charles Pizzillo
Financial PlannerCRD 6161763
Bridgette Mathias
Lead ManagerCRD 5857640
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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