Circle Advisers Inc.
Circle Advisers Inc. (CRD# 110818) is a financial advisory firm headquartered in New York, NY. They manage $674,928,600 in 10,777 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management675MILLION
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Total Number of Accounts10,777ACCOUNTS
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Average Account Value$62,627
- 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, CO, CT, FL, LA, MA, NH, NJ, NY, PA, TX, VA, VT
Eric Block (CRD# 1510791) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 37 years of experience in the finance industry.
Patricia Eiden (CRD# 7855419) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has 1 year of experience in the finance industry.
Jeffrey Golden (CRD# 2244458) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 31 years of experience in the finance industry.
Charles Martin (CRD# 5815459) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has 1 year of experience in the finance industry.
Thomas Martin (CRD# 321626) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 39 years of experience in the finance industry.
Richard Sendell (CRD# 2318291) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 29 years of experience in the finance industry.
Charles Winston (CRD# 4410794) is an Investment Advisor Representative working at Circle Advisers Inc. in New York, NY and has over 22 years of experience in the finance industry.