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T. ROWE PRICE ASSOCIATES, INC.
CRD 105496 · SEC 801-856
1307 POINT STREET, BALTIMORE, MD, 21231, United States
Phone
410-345-2000
Fax
800-225-5132
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.20T
Discretionary AUM
$2.20T
Team
3760 total employees; 545 advisory reps; 83 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $0 |
| High net worth individuals | 680 | $5.14B |
| Investment companies | 355 | $1.18T |
| Pooled investment vehicles | 379 | $797.53B |
| Pension/profit sharing plans | 214 | $68.53B |
| Charitable organizations | 76 | $1.85B |
| State/municipal entities | 92 | $53.87B |
| Insurance companies | 56 | $30.47B |
| Sovereign wealth funds | 12 | $26.21B |
| Corporations/business entities | 88 | $13.59B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD