DIRECTORY OF REGISTERED ADVISORS
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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
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