CIRCLE N ADVISORS, LLC

1065 Main Street
Suite F
Fishkill, New York 12524
Tel: 845-897-1560

About CIRCLE N ADVISORS, LLC

CIRCLE N ADVISORS, LLC, formally registered with the SEC as CIRCLE N ADVISORS, LLC. The firm was established in 06/26/2015. They have over 1 offices throughout the country.

CIRCLE N ADVISORS, LLC is a Fishkill, New York based Financial Planning firm with nearly $107,140,527 assets under management, offering retirement planning & investment advisory services to 118 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	271027
SEC#	801-101534
Assets Managed by Firm	$107,140,527
No. of Clients	118
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	118	$107,140,527
Individuals (other than high net worth individuals)	89	$24,665,171
High net worth individuals	29	$78,598,904
Pension and profit sharing plans	Fewer than 5 clients	$3,876,452

More Retirement Planning firms in Fishkill, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in Fishkill, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.