CIRCLE WEALTH MANAGEMENT, LLC
Tel: 908-206-1306 47 Maple Street Suite 201 Summit, New Jersey 07901
About 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
Firm CRD#:
142878
Firm SEC#:
801-67841
Assets Under Management:
$10,174,361,288
No. of Clients:
958
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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