COURT PLACE ADVISORS LLC
Total AUM
$375.9M
Employees
7Clients
284Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3300 NORTH RIDGE ROAD
SUITE 345
ELLICOTT CITY
MD 21043
United States
SUITE 345
ELLICOTT CITY
MD 21043
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Monday - Friday
Phone
410-465-4321
Other Offices
2
Financials
Total AUM
$375.9M
Accounts
284Discretionary
$374.4M
Accounts
274Non-Discretionary
$1.5M
Accounts
10
Clients
Individual Clients
164AUM
$55.9M
HNW Individual Clients
109AUM
$296.4M
Charitable Organization Clients
9AUM
$21.7M
Corporation or Business Clients
2AUM
$1.9M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMDNHPATXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.