400 East Pratt Street
8th 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 $3,865,037,052 assets under management, offering retirement planning & investment advisory services to 34597 clients. The firm is staffed with 150 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285961 |
SEC# | 801-108767 |
Assets Managed by Firm | $3,865,037,052 |
No. of Clients | 34597 |
No. of Advisors | 150 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 34597 | $3,865,037,052 |
Individuals (other than high net worth individuals) | 11105 | $1,752,194,296 |
High net worth individuals | 1287 | $2,112,842,756 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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