Circle Advisers Inc.
Circle Advisers Inc. (CRD# 110818) is a financial advisory firm headquartered in New York, NY. They manage $503,180,767 in 243 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management503MILLION
Total Number of Accounts243ACCOUNTS
Average Account Value$2,070,703
- A percentage of assets under your management
- 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, TX