Court Place Advisors is an investment advisor in Ellicott City with $447.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
522109595
SEC advisor number
801-57317
FINRA CRD number
108545
AUM ?
$377.62 mm
(as of 20 Mar 24)
Accounts
315
(as of 20 Mar 24)
Employees
7
(4 investment advisory or research)
Address
Court Place Advisors
3300 NORTH RIDGE ROAD
SUITE 345
ELLICOTT CITY
MD 21043
3300 NORTH RIDGE ROAD
SUITE 345
ELLICOTT CITY
MD 21043
Phone
410-465-4321
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22