Circle Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Circle Wealth Management LLC
CRD #142878
SEC #801-67841
CIK #1578242
AUM $1.7 BB (52% Disc, 100% US)
Employees15 (47% Investors, 0% Brokers)
Phone908-206-1306
Address47 Maple Street
Summit, NJ 07901
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
17451396104769834902006201020152020
Sector Holding Cap ($MM) Value ($MM)
SPY83.0
VTI45.8
SCHB30.8
XLF10.7
EFA8.1
AAXJ7.9
GS72,170.07.2
VEU5.2
JPM341,670.05.1
AME18,190.04.0
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
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