Michael
Frank

T. Rowe Price Associates, Inc

CRD#2518476
Investment Advisor
in Millersville, MD

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About this Advisor

Michael Frank is a financial advisor based in Millersville, Maryland, working with T. Rowe Price Associates, Inc. Michael has previously held positions at 373 Menahan LLC, Waddell & Reed Inc, Ivy Funds Distributor Inc, Katmick Realty LLC, T Rowe Price, Cohen & Steers Securities, and Cohen & Steers Management, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Michael is part of T. Rowe Price Associates, Inc, which operates out of Millersville, Maryland. The firm has 6 offices and 3,814 employees. The firm manages assets totaling $1.8 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Millersville, MD

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,752,267,028,988

MD Average: $6,889,882,315
Total Number of Employees

3,814

MD Average: 45
Total Number of Accounts

4,696

MD Average: 765
Average Account Size

$373,140,338

MD Average: $9,006,382

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

Michael Frank Work History

2022 - Present (2 years)

T Rowe Price

2012 - Present (12 years)

Katmick Realty LLC

2003 - Present (21 years)

373 Menahan LLC

2020 - 2022 (2 years)

Cohen & Steers Securities

2020 - 2022 (2 years)

Cohen & Steers Management, Inc

2009 - 2020 (11 years)

Waddell & Reed Inc

2009 - 2020 (11 years)

Ivy Funds Distributor Inc

Disclosures

Please visit the SEC profile of Michael Frank 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

Krishon Powe
Owings Mills, MD
Jazmin Walle
Owings Mills, MD
Jonathan Crooks
Monkton, MD
Monai Pearson
Owings Mills, MD
Martin Tischler
New York, NY
Andrew Winn
Colorado Springs, CO
Noel Doiron
Scottsdale, AZ
Jason Oconnor
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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