Court Place Advisors LLC

Court Place Advisors LLC (CRD# 108545) is a financial advisory firm headquartered in Ellicott City, MD. They manage $377,623,486 in 315 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $1,198,805
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NH, PA, TX, VA

Financial Advisors at Court Place Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
William P. Chlan
CRD#: 5527121
3300 North Ridge Road, Suite 345, Ellicott City, MD 21043

William Chlan (CRD# 5527121) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 15 years of experience in the finance industry.

2
John F. Santry
CRD#: 866674
Naples, FL

John Santry (CRD# 866674) is an Investment Advisor Representative working at Court Place Advisors LLC in Naples, FL and has over 30 years of experience in the finance industry.

3
James G. Sweet
CRD#: 6202653
3300 N Ridge Road, Suite 345, Ellicott City, MD 21043

James Sweet (CRD# 6202653) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 9 years of experience in the finance industry.

4
Robert J. Wieder
CRD#: 4366284
3300 North Ridge Road, Suite 345, Ellicott City, MD 21043

Robert Wieder (CRD# 4366284) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has 1 year of experience in the finance industry.

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