Facet
Facet (CRD# 285961) is a financial advisory firm headquartered in Baltimore, MD. They manage $2,544,660,518 in 24,977 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,545MILLION
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Chase Grundy (CRD# 6956912) is an Investment Advisor Representative working at Facet in Fort Collins, CO and has over 5 years of experience in the finance industry.
Timothy Hanson (CRD# 6050443) is an Investment Advisor Representative working at Facet in Clarksville, TN and has over 4 years of experience in the finance industry.
Jonathan Hommes (CRD# 7130668) is an Investment Advisor Representative working at Facet in Ardmore, PA and has over 4 years of experience in the finance industry.
Portia Jackson (CRD# 6376396) is an Investment Advisor Representative working at Facet in Menifee, CA and has over 9 years of experience in the finance industry.
Harrison Maizels (CRD# 6062291) is an Investment Advisor Representative working at Facet in Brooklyn, NY and has over 6 years of experience in the finance industry.
Matthew McCoy (CRD# 6779975) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 6 years of experience in the finance industry.
Joel Miller (CRD# 6843594) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 6 years of experience in the finance industry.
Zachary Novak (CRD# 6435334) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 8 years of experience in the finance industry.
Erin O'connor-Bell (CRD# 4831864) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 15 years of experience in the finance industry.
Laura Read (CRD# 7233927) is an Investment Advisor Representative working at Facet in Baltimore, MD and has 1 year of experience in the finance industry.