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CIRCLE ADVISERS INC
CRD 110818 · SEC 801-18150
420 LEXINGTON AVENUE, SUITE 2500, NEW YORK, NY, 10170, United States
Phone
212-885-4200
Fax
212-885-4231
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$868.2M
Discretionary AUM
$0
Team
8 total employees; 7 advisory reps; 40 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 348 | $854.9M |
States served
VT, CA, CO, LA, MA, NJ, NY, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD