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).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $503,902
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Circle Squared Alternative Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua B. Chambers
CRD#: 5358754
67 E. Park Pl, 1st Fl, Morristown, NJ 07960
89
Wealthminder
score

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.

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