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SPC FINANCIAL INC

3202 Tower Oaks Blvd
Suite 400
Rockville, Maryland 20852-4219
Tel: 301-770-6800

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About SPC FINANCIAL INC

SPC FINANCIAL INC, formally registered with the SEC as SPC FINANCIAL INC. The firm was established in 11/30/1978. They have over 1 offices throughout the country.

SPC FINANCIAL INC is a Rockville, Maryland based Financial Planning firm with nearly $1,159,278,363 assets under management, offering retirement planning & investment advisory services to 3292 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104618
SEC#801-14191
Assets Managed by Firm$1,159,278,363
No. of Clients3292
No. of Advisors27

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3292$1,159,278,363
Individuals (other than high net worth individuals)945$140,555,478
High net worth individuals1118$1,007,313,577
Corporations or other businesses8$11,409,308

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T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
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BROWN ADVISORY
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PROSHARE ADVISORS LLC
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PNC CAPITAL ADVISORS LLC
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Baltimore, MD, 21202
$37,701,864,167516254

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