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FACET

100 International Drive
23rd Floor
Baltimore, Maryland 21202
Tel: (443)376-6222

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About FACET

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.

Firm Information

SEC Current StatusApproved
Firm CRD#285961
SEC#801-108767
Assets Managed by Firm$2,078,080,181
No. of Clients20746
No. of Advisors259

Fee Structure

  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total20746$2,078,080,181
Individuals (other than high net worth individuals)8253$1,082,209,210
High net worth individuals629$995,870,971

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