Circle Advisers Inc.

EST. AUM
$868,162,745

CONTACTS
6

CLIENT ACCOUNTS
1,156

Firm Details

Metro area New York City
CRD Number 110818
Website cadvinc.com
Client types

Overview

At Circle, the firm manages more than just money; they are problem solvers. From choosing which bank to open a savings account to figuring out when to take social security, they offer a wide array of services, advice, and guidance that comes from years of experience. They take into account clients' unique family circumstances, tax situation, and personal preferences, and offer appropriate solutions to their problems. Circle is a multidisciplinary financial services firm with experts in investments, auditing, legal services, tax preparation, and compliance all under one roof. As a Registered Investment Advisory firm, they are legally obligated to do what is in the client's best interest. They are a totally non-discretionary firm, meaning that they give advice and information on how to complete an objective, but the client makes the final decision. The client is the CEO and Circle is their Chief Financial Officer. As a family office, they think beyond the present, both in terms of investments and the family itself. They can help the client's f

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Circle Advisers Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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