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FACET

400 East Pratt Street
8th 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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#285961
SEC#801-108767
Assets Managed by Firm$3,865,037,052
No. of Clients34597
No. of Advisors150

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total34597$3,865,037,052
Individuals (other than high net worth individuals)11105$1,752,194,296
High net worth individuals1287$2,112,842,756

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