CIRCLE ADVISERS INC

RIASEC RegisteredEst. 1983

Total AUM

$868M

Discretionary

0% of AUM

Avg account

$751K

Accounts

1,156

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110818
Registered since: January 5, 1983
Website: circleadvisersinc.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.47%
Corporations / Businesses1.37%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Circle Advisers Inc. is an independent registered investment adviser that has been SEC-registered since 1983. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Ownership is listed as a domestic entity and individual, and the business operates under a mix of fee models including a percentage of assets under management, hourly fees, and fixed fees. The firm does not present itself as a capital allocator or pension consultant and reports it is not an active ESG investor. Circle Advisers has an industry affiliation with an insurance company and is not designated as a multi-state or newly formed adviser.