AW
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B
Fee Structure
This firm manages investments for institutions and individuals. The brochure does not include a specific fee schedule or mention minimum account sizes. Contact the firm directly for detailed fee information.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 6 yrs 10 mos
T. Rowe Price Investment Services, INC.
July 2014 - Present · 11 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
July 2014 - Present · 11 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
July 2014 - March 2019 · 4 yrs 8 mos
Curian Capital, LLC
July 2013 - June 2014 · 11 mos
Curian Clearing, LLCBroker
January 2010 - June 2014 · 4 yrs 5 mos
Jackson National Life Distributors LLCBroker
December 2007 - December 2009 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.