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CIRCLE N ADVISORS, LLC

Tel: 845-897-1560
1065 Main Street
Suite F
Fishkill, New York  12524

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CIRCLE N ADVISORS, LLC

CIRCLE N ADVISORS, LLC is a Fishkill, New York based financial advisory firm with nearly $107,140,527 in assets under management and provides investment advisory services for 118 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

271027

SEC#:

801-101534

No. of Clients:

118

Assets under Management

$107,140,527

No. of Advisors:

3

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