Circle Wealth Management is an investment advisor in Summit with $3.42 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208168874
SEC advisor number
801-67841
FINRA CRD number
142878
AUM ?
$6.55 bn
(as of 26 Apr 23)
Accounts
1,235
(as of 26 Apr 23)
Employees
16
(9 investment advisory or research)
Address
Circle Wealth Management
47 MAPLE STREET, SUITE 201
SUMMIT
NJ 07901
47 MAPLE STREET, SUITE 201
SUMMIT
NJ 07901
Phone
908 206 1306
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21