CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

MORRISTOWN, New Jersey·2 registered advisors·CRD# 172454
SEC# 802-1258610973-532-6840
01

Firm Overview

AUM
$67M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: CONSULTING FEES
03

Specialties

Financial PlanningRetirement Planning
04

Advisors at CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

2 registered advisors
Cheryl Lynne Costa
MORRISTOWN, New Jersey
Jeffrey Carmen Sica
MORRISTOWN, New Jersey
05

Office Locations

MORRISTOWN, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC (CRD# 172454) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.