Overview
Assets Under Management: $820 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 352
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 352
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,184
Non-Discretionary Accounts: 1,184
Regulatory Filings
CRD Number: 110818
Last Filing Date: 2024-12-26 00:00:00
Website: https://circleadvisersinc.com