T. ROWE PRICE ADVISORY SERVICES, INC.

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$2,563,768,510
263% change vs. 1 year ago
252% change vs. 3 years ago
572% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

58
23% change vs. 1 year ago
41% change vs. 3 years ago
32% change vs. 5 years ago
287% change vs. 10 years ago

Main Office

OWINGS MILLS, MD
4515 PAINTERS MILLS ROAD, OWINGS MILLS, MD, UNITED STATES, 21117

Client AUM

Discretion AUM
Discretionary $2.6
Non-Discretionary $0.0
Total $2.6
Client AUM
Retail $2.6
Pooled $0.0
Institutional $0.0
Total $2.6
Retail Accounts AUM
Individual 7,397 $2.6
Average Individual AUM $346,488
HNW 0 $0.0
Average HNW AUM $0
Retail Total 7,397 $2.6
Average Retail AUM $346,488

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PERSHING LLC JERSEY CITY-NJ-USA $2.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.6
Retail SMA AUM $2.6
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 100% $2.6
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $2.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
T. ROWE PRICE ASSOCIATES, INC. $1,752.3 105496
T. ROWE PRICE INTERNATIONAL LTD $234.1 126032
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. $193.1 314590
OAK HILL ADVISORS, L.P. $71.3 125352
T. ROWE PRICE JAPAN, INC. $19.8 290585
T.ROWE PRICE HONG KONG LIMITED $18.3 155827
T. ROWE PRICE SINGAPORE PRIVATE LTD $15.7 155831
T. ROWE PRICE AUSTRALIA LIMITED $14.9 290594
T. ROWE PRICE (CANADA) INC. $5.2 107290
OHA PRIVATE CREDIT ADVISORS LLC $1.5 319664
OHA PRIVATE CREDIT ADVISORS II, L.P. $0.5 322289
T. ROWE PRICE (LUXEMBOURG) MANAGEMENT, S.A.R.L. $0.0 -
T. ROWE PRICE INVESTMENT SERVICES, INC. $0.0 broker-dealer 8348
T. ROWE PRICE TRUST COMPANY $0.0 trust company -
OAK HILL ADVISORS (AUSTRALIA) PTY LTD $0.0 -
OHA (UK) LLP $0.0 296099
OAK HILL ADVISORS (EUROPE) LLP $0.0 296098

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
MUMFORD, STEPHANIE, PETERS CHIEF COMPLIANCE OFFICER
KORENMAN, PHILLIP PRESIDENT/DIRECTOR
THOMPSON, TOBY, MARCUS DIRECTOR
GROSS, CRAIG, MICHAEL DIRECTOR
JOHNSON, CHRISTINE, MARIE DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

413 active representatives found, showing 20 random

Name City State Exams Designations
BRIAN WHALEN OWINGS MILLS MD S63|2019-03-27|S66|2022-09-23
KEVIN CAMPBELL OWINGS MILLS MD S63|2008-09-16|S66|2009-12-18
ROBERT WELLIVER OWINGS MILLS MD S63|2013-06-26|S66|2019-09-04
TIERRA MCLAIN OWINGS MILLS MD S66|2017-03-16|S63|2015-11-24
ALAN SWAN OWINGS MILLS MD S66|2014-01-20
CHRISTINA MEDINA OWINGS MILLS MD S63|2016-02-09|S66|2021-03-01
KRISTINA RADKE OWINGS MILLS MD S66|2019-03-19
KHARY PITTMAN OWINGS MILLS MD S66|2016-02-02
JOEL ZAPF OWINGS MILLS MD S63|2007-07-30|S65|2013-09-27
LINLEY PANGAN OWINGS MILLS MD S63|2017-11-15|S66|2021-05-03
JESSIE TAYLOR OWINGS MILLS MD S63|2008-10-02|S66|2012-02-04
CHRISTOPHER AGNES OWINGS MILLS MD S63|2019-12-20|S66|2021-04-26
CESAR SILVA-MEDINA OWINGS MILLS MD S66|2018-04-25
JOSEPH PALAZZOLO OWINGS MILLS MD S63|2008-09-18|S66|2011-02-07
DAVID SHAULIS OWINGS MILLS MD S66|2022-02-08
TIMOTHY LAUGHLIN OWINGS MILLS MD S65|2000-10-05|S63|2020-11-06|S66|2022-08-15
OMARI RUSSELL OWINGS MILLS MD S66|2022-12-12
THOMAS KUSHNERICK OWINGS MILLS MD S63|2019-10-21|S66|2022-10-20
JOHN LADENBURGER OWINGS MILLS MD S63|2018-01-31|S66|2022-01-31
ZACHARY BACHMAN OWINGS MILLS MD S63|2016-09-15|S66|2019-04-29

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $2.6 $0.0 0% 58 0 0%
2024-04-02 $2.6 $0.0 0% 58 0 0%
2023-04-04 $0.7 $1.9 263% 47 11 23%
2022-04-01 $0.9 $1.6 179% 48 10 21%
2021-04-05 $0.7 $1.8 252% 41 17 41%
2020-04-01 $0.6 $1.9 317% 29 29 100%
2019-04-01 $0.4 $2.2 572% 44 14 32%
2018-04-02 $0.3 $2.3 906% 27 31 115%
2017-04-01 $0.0 $2.6 70665% 4 54 1350%
2016-04-01 $0.0 $0.0 0% 10 48 480%
2015-04-01 $0.0 $0.0 0% 13 45 346%
2014-04-01 $0.0 $0.0 0% 15 43 287%
2013-04-01 $0.0 $0.0 0% 17 41 241%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MD, AK-01/02/2001, AL-01/02/2001, AR-01/01/2001, AZ-01/02/2001, CA-11/29/2000, CO-12/11/2000, CT-01/02/2001, DC-01/02/2001, DE-03/31/2003, FL-02/27/2001, GA-11/15/2000, HI-01/02/2001, IA-01/01/2001, ID-01/01/2001, IL-01/02/2001, IN-02/28/2001, KS-01/02/2001, KY-11/28/2000, LA-10/23/2001, MA-01/02/2001, MD-01/01/2001, ME-02/16/2001, MI-11/17/2000, MN-01/02/2001, MO-01/02/2001, MS-11/15/2000, MT-09/18/2000, NC-02/28/2001, ND-11/28/2000, NE-01/02/2001, NH-01/01/2001, NJ-12/14/2000, NM-01/02/2001, NV-01/02/2000, NY-12/07/2000, OH-01/01/2001, OK-01/11/2001, OR-01/01/2001, PA-01/02/2001, PR-04/01/2002, RI-01/01/2001, SC-01/10/2001, SD-12/07/2000, TN-01/01/2001, TX-01/01/2001, UT-01/02/2001, VA-01/01/2001, VI-03/27/2008, VT-01/03/2001, WA-11/20/2000, WI-12/04/2000, WV-01/01/2001, WY-01/30/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV