Overview
Assets Under Management: $94 million
Headquarters: FISHKILL, NY
High-Net-Worth Clients: 22
Average Client Assets: $3.0 million
Frequently Asked Questions
CIRCLE N ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #271027), CIRCLE N ADVISORS, LLC is subject to fiduciary duty under federal law.
CIRCLE N ADVISORS, LLC is headquartered in FISHKILL, NY.
CIRCLE N ADVISORS, LLC serves 22 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, CIRCLE N ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CIRCLE N ADVISORS, LLC manages $94 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, CIRCLE N ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.29%
Average Client Assets: $3.0 million
Total Client Accounts: 106
Discretionary Accounts: 106
Regulatory Filings
CRD Number: 271027
Filing ID: 2073572
Last Filing Date: 2026-03-16 12:18:21