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 $346,840,044 assets under management, offering retirement planning & investment advisory services to 331 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108545 |
SEC# | 801-57317 |
Assets Managed by Firm | $346,840,044 |
No. of Clients | 331 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 331 | $346,840,044 |
Individuals (other than high net worth individuals) | 231 | $100,218,931 |
High net worth individuals | 89 | $220,847,402 |
Charitable organizations | 9 | $23,505,673 |
Corporations or other businesses | 2 | $2,268,038 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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