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

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