Circle Advisers Inc.
Circle Advisers Inc. (CRD# 110818) is a financial advisory firm headquartered in New York, NY. They manage $416,828,762 in 239 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management417MILLION
Total Number of Accounts239ACCOUNTS
Average Account Value$1,744,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NJ, NY, PA