100 International Drive
23rd Floor
Baltimore, Maryland 21202
Tel: (443)376-6222
FACET, formally registered with the SEC as FACET. The firm was established in 12/15/2016. They have over 1 offices throughout the country.
FACET is a Baltimore, Maryland based Financial Planning firm with nearly $2,078,080,181 assets under management, offering retirement planning & investment advisory services to 20746 clients. The firm is staffed with 259 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285961 |
SEC# | 801-108767 |
Assets Managed by Firm | $2,078,080,181 |
No. of Clients | 20746 |
No. of Advisors | 259 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20746 | $2,078,080,181 |
Individuals (other than high net worth individuals) | 8253 | $1,082,209,210 |
High net worth individuals | 629 | $995,870,971 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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