Matthew
Phillips
T. Rowe Price Associates, Inc
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About this Advisor
Matthew Phillips is a financial advisor working out of San Francisco, California who has 1 year of relevant experience. Phillips is currently employed by T. Rowe Price Associates, Inc. Throughout their career, Phillips has worked at T. Rowe Price, Ibm, University Of Michigan, Plante Moran Financial Advisors, Quicken Loans and Brother Rice High School. Phillips has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. T. Rowe Price Associates, Inc is an advisory company operating out of Baltimore, MD. The firm has offices in six locations and a total of 3,722 advisors. It administers $2 trillion in assets under management between its 3,783 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 79 charities and foundations. Of its 3,783 customer accounts, just 14% are held by high-net-worth individuals who have more than $1 million in investable assets. T. Rowe Price Associates, Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely depend on the financial services offered. However, fee types billed by T. Rowe Price Associates, Inc likely include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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T. Rowe Price Associates, Inc Brokerage Details
$1,506,538,334,571
3,722
3,783
$398,239,052
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Phillips Work History
Matthew has been registered as a financial advisor for 1 years.*
T. Rowe Price
Ibm
Plante Moran Financial Advisors
Quicken Loans
University Of Michigan
Brother Rice High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at T. Rowe Price Associates, Inc
Owings Mills, MD
Baltimore, MD
San Francisco, CA
Colorado Springs, CO
Baltimore, MD
Potomac, MD
Owings Mills, MD
Owings Mills, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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