Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 41
Average Client Assets: $1.6 million
Frequently Asked Questions
ENCIRCLE FINANCIAL STRATEGIES 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 #327420), ENCIRCLE FINANCIAL STRATEGIES is subject to fiduciary duty under federal law.
ENCIRCLE FINANCIAL STRATEGIES serves 41 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, ENCIRCLE FINANCIAL STRATEGIES offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ENCIRCLE FINANCIAL STRATEGIES manages $139 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, ENCIRCLE FINANCIAL STRATEGIES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.87%
Average Client Assets: $1.6 million
Total Client Accounts: 726
Discretionary Accounts: 726
Regulatory Filings
CRD Number: 327420
Filing ID: 2046295
Last Filing Date: 2026-02-17 13:04:14