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).
-
Total Assets Under Management378MILLION
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$1,198,805
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MD, NH, PA, TX, VA
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.
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.
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.
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.