Open Circle Wealth Partners

Open Circle Wealth Partners (CRD# 150623) is a financial advisory firm headquartered in North Haven, CT. They manage $23,933,403 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
36 State Street, Suite 2, North Haven, CT 06473
http://www.opencirclewealth.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $419,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Open Circle Wealth Partners
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Madlener, financial advisor North Haven CT
Andrew Madlener
CRD#: 6548254
36 State Street, Suite 2, North Haven, CT 06473

Andrew Madlener (CRD# 6548254) is an Investment Advisor Representative working at Open Circle Wealth Partners in North Haven, CT and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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