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Building 2CIRCLE N ADVISORS, LLC

Map pinFISHKILL, NY
Phone845-897-1560
NotebookSEC #801-101534
Total AUM
$94.2M
Employees
3
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1065 MAIN STREET
SUITE F
FISHKILL
NY 12524
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
845-897-1560

ReceiptFinancials

Total AUM
$94.2M
Accounts
106
Discretionary
$94.2M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$25.9M
HNW Individual Clients
22
AUM
$65.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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