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, retail-affiliated registered investment adviser that focuses on households and families. The firm is registered with the SEC (initial registration in 2000) and provides financial planning and portfolio management for individuals and small businesses. Its compensation model includes percentage-of-assets fees along with other fee arrangements. The adviser is classified as a non-independent retail RIA and lists business activities that include serving as a CPO/CTA and maintaining industry relationships as a broker-dealer, other investment adviser, trust company, and sponsor/GP or managing member of pooled investment vehicles.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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