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Home > Retirement Planners > new jersey > summit > CIRCLE WEALTH MANAGEMENT, LLC
CIRCLE WEALTH MANAGEMENT, LLC
47 Maple Street
Suite 201
Summit, New Jersey 07901
Tel: 908-206-1306
About CIRCLE WEALTH MANAGEMENT, LLC
CIRCLE WEALTH MANAGEMENT, LLC, formally registered with the SEC as CIRCLE WEALTH MANAGEMENT, LLC. The firm was established in 04/24/2007. They have over 2 offices throughout the country.
CIRCLE WEALTH MANAGEMENT, LLC is a Summit, New Jersey based Financial Planning firm with nearly $10,174,361,288 assets under management, offering retirement planning & investment advisory services to 958 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142878 |
| SEC# | 801-67841 |
| Assets Managed by Firm | $10,174,361,288 |
| No. of Clients | 958 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 958 | $10,174,361,288 |
| High net worth individuals | 300 | $9,641,711,548 |
| Charitable organizations | 19 | $525,900,334 |
| Corporations or other businesses | Fewer than 5 clients | $6,749,406 |
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