AdvisorOS Directory
Claim Profile
JS

John Francis Santry

COURT PLACE ADVISORS LLC·ELLICOTT CITY, Maryland
Unclaimed Profile
3300 NORTH RIDGE ROAD, ELLICOTT CITY, MD 21043CRD# 866674Firm CRD# 108545
01

About

John Francis Santry is a registered financial advisor based in ELLICOTT CITY, Maryland, affiliated with COURT PLACE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COURT PLACE ADVISORS LLC
COURT PLACE ADVISORS LLC
AUM
$378M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at COURT PLACE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 866674
Firm CRD# 108545
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ELLICOTT CITY?

Browse all registered financial advisors in ELLICOTT CITY, Maryland or claim this profile if it's yours.

Browse ELLICOTT CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Francis Santry offer?
John Francis Santry specializes in Financial Planning, Investment Management. Contact their office in ELLICOTT CITY, Maryland for a consultation.
What are John Francis Santry's credentials?
John Francis Santry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Santry located?
John Francis Santry is based in ELLICOTT CITY, Maryland, working with COURT PLACE ADVISORS LLC. Their office serves clients in the ELLICOTT CITY metropolitan area and surrounding communities.
How does John Francis Santry charge for services?
John Francis Santry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COURT PLACE ADVISORS LLC?
COURT PLACE ADVISORS LLC has approximately 7 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ELLICOTT CITY
John Peter Hussman — HUSSMAN STRATEGIC ADVISORS INCJohn Fischer Splain — HUSSMAN STRATEGIC ADVISORS INCRobert James Wieder — COURT PLACE ADVISORS LLCBernadette Mary Zabel — COURT PLACE ADVISORS LLCPhilip E Huber — HUBER, WEAKLAND & ASSOCIATES, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile