AG
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
Akron, OH
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.
February 2020 - Present · 5 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
January 2020 - Present · 6 yrs
T. Rowe Price Investment Services, INC.
January 2020 - Present · 6 yrs
Previous Registrations
Meeder Asset Management, INC.
July 2019 - December 2019 · 5 mos
Meeder Investment Management, INC.Broker
May 2019 - December 2019 · 7 mos
Money Concepts Capital CORP Broker
June 2018 - May 2019 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.