CIRCLE WEALTH MANAGEMENT, LLC

SUMMIT, New Jersey·7 registered advisors·CRD# 142878
SEC# 801-678411908-206-1306
01

Firm Overview

AUM
$10.2B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CIRCLE WEALTH MANAGEMENT, LLC

7 registered advisors
Ann Frances Kaplan
SUMMIT, New Jersey
Daniel Michael Flath
SUMMIT, New Jersey
John Robert Chrin
SUMMIT, New Jersey
Kristen Anne Breault
SUMMIT, New Jersey
Lauren M Shenloogian
SUMMIT, New Jersey
Lindsay Ann Cherashore
SUMMIT, New Jersey
Maria Lourdes Kattan-Chrin
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
7 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CIRCLE WEALTH MANAGEMENT, LLC (CRD# 142878) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.