DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
CIRCLE WEALTH MANAGEMENT, LLC
Tel: 908-206-1306
47 Maple Street Suite 201
Summit, New Jersey 07901
CIRCLE WEALTH MANAGEMENT, LLC
CIRCLE WEALTH MANAGEMENT, LLC is a Summit, New Jersey based financial advisory firm with nearly $10,174,361,288 in assets under management and provides investment advisory services for 958 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
142878
SEC#:
801-67841
No. of Clients:
958
Assets under Management
$10,174,361,288
No. of Advisors:
20
More Financial Advisory Firms in Summit, New Jersey
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| PGIM, INC. | 105676 | 1705 |
| MANAGED ACCOUNT ADVISORS LLC | 142558 | 61 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 925 |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 1483 |
| PGIM INVESTMENTS LLC | 105670 | 558 |
| LORD, ABBETT & CO. LLC | 110391 | 789 |
More Firms in Summit, New Jersey >>