COURT PLACE ADVISORS LLC

ELLICOTT CITY, Maryland·4 registered advisors·CRD# 108545
SEC# 801-573172410-465-4321
01

Firm Overview

AUM
$378M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COURT PLACE ADVISORS LLC

4 registered advisors
Benjamin Henry Dorsey
ELLICOTT CITY, Maryland
Bernadette Mary Zabel
ELLICOTT CITY, Maryland
John Francis Santry
ELLICOTT CITY, Maryland
Robert James Wieder
ELLICOTT CITY, Maryland
05

Office Locations

ELLICOTT CITY, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. COURT PLACE ADVISORS LLC (CRD# 108545) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.