Circle Wealth Management LLC

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Assets, Funds, Holdings

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Circle Wealth Management LLC
CRD #142878
SEC #801-67841
CIK #0001578242
AUM$1.6 BB
Employees12
Phone908 206 1306
Address47 Maple Street Suite 201
Summit, NJ 7901
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 68.4
VTI 46.8
SCHB 30.5
GS 72,170.0 12.2
EFA 11.9
XLF 9.6
VGK 6.5
AAXJ 6.0
AME 18,190.0 4.9
PG 249,110.0 4.5
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Holdings by Sector ($BB)