Assets Under Management
$12.5B
Number of Clients
349
Number of Advisors
8
Average Client AUM
$35.8M
AUM per Advisor
$1.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, trusts, foundations, and endowments. They offer a collaborative approach to planning, investment management, and financial education, working with clients' other advisors.
47 Maple Street, Suite 201, Summit, NJ, 07901