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Court Place Advisors LLC

Headquartered in ELLICOTT CITY, MD

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Firm Information

Court Place Advisors LLC is an investment advisor registered with the SEC. Headquartered in Ellicott City, Maryland, the firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $375 million in assets for a diverse client base, including individuals, high-net-worth individuals, charitable organizations, and corporations.

Court Place Advisors LLC

3300 NORTH RIDGE ROAD

ELLICOTT CITY, MD 21043

$375.88M

Assets Under Management

12

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

COURT PLACE ADVISORS LLC has a total of 4 branch locations across the country.
location

ELLICOTT CITY, MD

location

Naples, FL

location

Ellicott City, MD

location

Towson, MD

Advisors at Court Place Advisors LLC

View All 4 Advisors
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Michael Ross Golden

RA

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Robert James Wieder

RA

ELLICOTT CITY, MD

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William Paul Chlan

PFS®, RA

ELLICOTT CITY, MD

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James Gregory Sweet

CFP®, RA

Ellicott City, MD

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John Francis Santry

RA

Naples, FL

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Disclosures

There are no public disclosures for Court Place Advisors LLC.

Frequently Asked Questions (7)

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