Unclaimed Profile

Maria Lourdes Kattan-Chrin

CIRCLE WEALTH MANAGEMENT, LLC·SUMMIT, New Jersey

Clean recordCIRCLE WEALTH MANAGEMENT, LLC

47 MAPLE STREET, SUMMIT, NJ 07901CRD# 2029554Firm CRD# 142878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Lourdes Kattan-Chrin · SUMMIT, NJ

Registration

CRD #2029554 · CIRCLE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Maria Lourdes Kattan-Chrin is a registered financial advisor based in SUMMIT, New Jersey, affiliated with CIRCLE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CIRCLE WEALTH MANAGEMENT, LLC

AUM

$10.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CIRCLE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2029554

Firm CRD# 142878

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Maria Lourdes Kattan-Chrin offer?

Maria Lourdes Kattan-Chrin specializes in Financial Planning, Investment Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Maria Lourdes Kattan-Chrin's credentials?

Maria Lourdes Kattan-Chrin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Lourdes Kattan-Chrin located?

Maria Lourdes Kattan-Chrin is based in SUMMIT, New Jersey, working with CIRCLE WEALTH MANAGEMENT, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Maria Lourdes Kattan-Chrin charge for services?

Maria Lourdes Kattan-Chrin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIRCLE WEALTH MANAGEMENT, LLC?

CIRCLE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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