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COURT PLACE ADVISORS LLC

3300 North Ridge Road
Suite 345
Ellicott City, Maryland 21043
Tel: 410-465-4321

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About COURT PLACE ADVISORS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108545
SEC#801-57317
Assets Managed by Firm$375,882,522
No. of Clients284
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total284$375,882,522
Individuals (other than high net worth individuals)164$55,874,076
High net worth individuals109$296,439,034
Charitable organizations9$21,707,705
Corporations or other businesses2$1,861,707

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