3300 North Ridge Road
Suite 345
Ellicott City, Maryland 21043
Tel: 410-465-4321
COURT PLACE ADVISORS LLC, formally registered with the SEC as COURT PLACE ADVISORS LLC. The firm was established in 03/06/2000. They have over 3 offices throughout the country.
COURT PLACE ADVISORS LLC is a Ellicott City, Maryland based Financial Planning firm with nearly $375,882,522 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108545 |
SEC# | 801-57317 |
Assets Managed by Firm | $375,882,522 |
No. of Clients | 284 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 284 | $375,882,522 |
Individuals (other than high net worth individuals) | 164 | $55,874,076 |
High net worth individuals | 109 | $296,439,034 |
Charitable organizations | 9 | $21,707,705 |
Corporations or other businesses | 2 | $1,861,707 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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