Circle Squared Alternative Investments, LLC
Circle Squared Alternative Investments, LLC (CRD# 172454) is a financial advisory firm headquartered in Morristown, NJ. They manage $20,660,000 in 41 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$503,902
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
NJ, NY, TX
Joshua Chambers (CRD# 5358754) is an Investment Advisor Representative working at Circle Squared Alternative Investments, LLC in Morristown, NJ and has over 2 years of experience in the finance industry.