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).
Current Firm Details
By the Numbers
-
Total Assets Under Management2,545MILLION
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.