Overview
Assets Under Management: $376 million
Headquarters: ELLICOTT CITY, MD
High-Net-Worth Clients: 109
Average Client Assets: $3 million
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