JC
CFP
JC
CFP

John Robert Chrin

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
349 clients
Average Client Portfolio
$35.8M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee
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Location

126 East 56th Street, 21st Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a partner at Circle VenCap, LLC, a senior advisor at Century Equity Partners, and an advisory board member at AIRE Labs Limited. He spends minimal time on each of these roles, all during security trading hours.

Employment History
Current Registrations
Circle Wealth Management, LLC
July 2017 - Present · 8 yrs 7 mos
State Registrations4 states
NJNYPATX
Advisor
Exams
No exam information available for this advisor.