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CIRCLE N ADVISORS, LLC
CIRCLE N ADVISORS, LLC
FISHKILL, New York
·
4 registered advisors
·
CRD# 271027
SEC# 801-101534
0
845-897-1560
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CIRCLE N ADVISORS, LLC
4 registered advisors
Charles Iver Frumberg
FISHKILL, New York
CRD# 718803
Christian Michael Wallace
FISHKILL, New York
CRD# 4707963
Debra Ann Mcfadden
FISHKILL, New York
CRD# 2016001
James David Mcfadden
FISHKILL, New York
CRD# 1979899
05
Office Locations
FISHKILL, New York
4 advisors
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Data sourced from SEC Form ADV filings. CIRCLE N ADVISORS, LLC (CRD# 271027) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.