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Daniel Michael Flath

MemberCircle Wealth Management, LLCCRD 6779657

About Daniel Michael Flath

Daniel Michael Flath is listed as Member at Circle Wealth Management, LLC in Summit, NJ. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Circle Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Michael Flath work?

Daniel Michael Flath is listed as Member at Circle Wealth Management, LLC on SEC Form ADV.

How much of Circle Wealth Management, LLC does Daniel Michael Flath own?

Form ADV reports a beneficial ownership band of 5-10%.

Circle Wealth Management, LLC

TitleMember
Ownership5-10%
Control personNo
Since2022