T. Rowe Price Advisory Services, Inc. is a large advisory firm based in Baltimore. It manages $381.51 million of regulatory assets for 2,288 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
T. Rowe Price Advisory Services provides portfolio management for individuals and small businesses and retirement income estimates. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of T. Rowe Price Advisory Services, Inc. is $381.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10430% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay T. Rowe Price Advisory Services, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and corporations or other businesses. The largest group of clients of Wayne Park is individuals with 2,287 clients and $379.29 million of assets under management. Among the 10 most similar advisory firms, T. Rowe Price Advisory Services has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $381.51 million for 2,288 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
T. Rowe Price Advisory Services doesn't advise any private funds.
The company employs 44 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. 41 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Wayne Park has been acting as President since 1 Jan 2017. Kevin Collins joined the executive team most recently as the Director.
The principal office where T. Rowe Price Advisory Services, Inc. performs its advisory services is located at 100 East Pratt Street, Baltimore, MD 21202, which is also the mailing address of the firm. An additional office of the firm is in Owings Mills, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-345-2000 or by fax 410-345-6575. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at troweprice.com.