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T. ROWE PRICE ASSOCIATES, INC.

100 East Pratt Street
Baltimore, Maryland 21202
Tel: 410-345-2000

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About T. ROWE PRICE ASSOCIATES, INC.

T ROWE PRICE ASSOCIATES, INC, formally registered with the SEC as T ROWE PRICE ASSOCIATES, INC. The firm was established in 03/29/1947. They have over 7 offices throughout the country.

T. ROWE PRICE ASSOCIATES, INC. is a Baltimore, Maryland based Financial Planning firm with nearly $1,752,267,028,988 assets under management, offering retirement planning & investment advisory services to 4696 clients. The firm is staffed with 3814 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105496
SEC#801-856
Assets Managed by Firm$1,752,267,028,988
No. of Clients4696
No. of Advisors3814

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4696$1,752,267,028,988
High net worth individuals546$3,957,512,728
Pension and profit sharing plans221$55,844,568,707
Charitable organizations75$1,888,058,815
Other investment advisersFewer than 5 clients$577,754,433
Corporations or other businesses91$10,018,674,174

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