Falists
← Back to search

T. ROWE PRICE ASSOCIATES, INC.

CRD 105496 · SEC 801-856

Visit website

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

TypeClientsAUM
Individuals181$0
High net worth individuals680$5.14B
Investment companies355$1.18T
Pooled investment vehicles379$797.53B
Pension/profit sharing plans214$68.53B
Charitable organizations76$1.85B
State/municipal entities92$53.87B
Insurance companies56$30.47B
Sovereign wealth funds12$26.21B
Corporations/business entities88$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