T. Rowe Price (Canada), Inc
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Overview
T. Rowe Price (Canada), Inc operates as a financial advisor company headquartered in Baltimore, Maryland. The firm has $4.7 billion in assets under management throughout 25 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 6 financial advisors. T. Rowe Price (Canada), Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like stocks, options and bonds.
T. Rowe Price (Canada), Inc manages all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without requiring client authorization. The investment advisory firm oversees about $188.9 million in assets for each account. The average financial advisor at T. Rowe Price (Canada), Inc manages around four client accounts, making it one of the most individualized firms in the country.
The company's main office is located at 100 East Pratt Street, Baltimore, Maryland 21202. The company is legally allowed to provide services to investors in the state of Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
T. Rowe Price (Canada), Inc by the Numbers
$4.7 billion
8
25
$188.9 million
Fee Structure
Fees charged by financial advisors typically vary depending on the services offered. However, fees charged by T. Rowe Price (Canada), Inc most likely are comprised of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles and pension plans. Out of its 25 accounts, T. Rowe Price (Canada), Inc's biggest client by number of accounts is pooled investment vehicles. Around 92% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
T. Rowe Price (Canada), Inc does not have any disclosures.
Please visit its Form ADV for more details.
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