| Name | Title | Ownership | Since |
|---|---|---|---|
| Afk II LLC | Member | 10-25% | 2011 |
| Daniel Michael Flath | Member | 5-10% | 2022 |
| John Robert Chrin | Member | 10-25% | 2012 |
Circle Wealth Management, LLC reports $12.5 billion in regulatory assets under management on its Form ADV.
Circle Wealth Management, LLC reports 19 employees.
Circle Wealth Management, LLC is based in Summit, NJ and has been SEC-registered since 2007.
Circle Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 47 Maple Street, Suite 201, Summit, NJ 07901 |
| Phone | 908-206-1306 |
| Fax | 908-277-3577 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1578242 |
| Discloses disciplinary history | No |
| Discretionary | $6.43B |
| Non-discretionary | $6.05B |
| Total (RAUM) | $12.48B |