T. Rowe Price (Canada), Inc.

RIASEC RegisteredEst. 1991
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$205M
Accounts
32
Employees
11
Advisory reps
9

Firm details

Headquarters
Baltimore, Maryland
CRD number
107290
Registered since
August 9, 1991
Custodians
BANK OF NEW YORK MELLON BANK, NA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.06%
  • Pension & Profit Sharing Plans14.91%
  • Corporations / Businesses0.02%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

T. Rowe Price (Canada), Inc. operates as a corporate RIA focused on institutional clients while also providing portfolio management services to individuals, small businesses, pooled vehicles, and other institutions. The firm reports an active approach to ESG integration. Its advisory scope includes both traditional portfolio management and roles associated with pooled investment vehicles; it is also registered to act as a commodity pool operator or commodity trading advisor. Fee arrangements combine asset‑based fees with performance‑linked compensation. The firm is not structured as a capital allocator; instead, it manages assets directly and participates in pooled-product sponsor and manager roles. Its regulatory and industry affiliations extend beyond advisory work to include broker‑dealer relationships, trust company activity, and sponsor/GP roles for pooled vehicles, indicating involvement across product formation, distribution, and custody chains.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

3 of 9
  • Matthew Belski

    Matthew Belski

    Vice PresidentCRD 2667367

  • Ryan Nolan

    Ryan Nolan

    Legal CounselCRD 3212870

  • Megan Hatfield

    Megan Hatfield

    Legal CounselCRD 3085612

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, 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 City
Address
1307 Point St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth