Overview
Assets Under Management: $376 million
Headquarters: ELLICOTT CITY, MD
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
COURT PLACE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108545), COURT PLACE ADVISORS LLC is subject to fiduciary duty under federal law.
COURT PLACE ADVISORS LLC is headquartered in ELLICOTT CITY, MD.
COURT PLACE ADVISORS LLC serves 109 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, COURT PLACE ADVISORS LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
COURT PLACE ADVISORS LLC manages $376 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, COURT PLACE ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 284
Discretionary Accounts: 274
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 108545
Last Filing Date: 2025-02-13 00:00:00
Website: https://courtplaceadvisors.com