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Building 2COURT PLACE ADVISORS LLC

Map pinELLICOTT CITY, MD
Phone410-465-4321
NotebookSEC #801-57317
Total AUM
$375.9M
Employees
7
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 NORTH RIDGE ROAD
SUITE 345
ELLICOTT CITY
MD 21043
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
410-465-4321
Other Offices
2

ReceiptFinancials

Total AUM
$375.9M
Accounts
284
Discretionary
$374.4M
Accounts
274
Non-Discretionary
$1.5M
Accounts
10

ContactClients

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Individual Clients
164
AUM
$55.9M
HNW Individual Clients
109
AUM
$296.4M
Charitable Organization Clients
9
AUM
$21.7M
Corporation or Business Clients
2
AUM
$1.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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