⚲
|
Circular Wealth Advisors Inc
✚
|
|
---|---|
CRD # | 316106 |
SEC # | 801-122219 |
CIK # | |
AUM | $1.8 MM (2024-03-27) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 954-205-2149 |
Address | 1805 SW 24th Ter Fort Lauderdale, FL 33312 |
Source | [IAPD] [Website] |
Total AUM ($1000's) |
---|
AUM Breakdown | Accounts | AUM ($1000's) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 12 | 1,761.7 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 12 | 1,761.7 |
By Discretionary | ||
Discretionary | 12 | 1,761.7 |
Non-Discretionary | 0 | 0.0 |
Total | 12 | 1,761.7 |
By Non-United States Persons | ||
Non-United States Persons | 1,118.9 | |
United States Persons | 642.8 | |
Total | 12 | 1,761.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Herring RIA Sub LLC
✚
|
CA | 0.0 |
IQvestment LLC
✚
|
MA | 0.0 |
Quantalytics Investment Advisors LLC
✚
|
NJ | 0.0 |
Sagewater Wealth Management LLC
✚
|
CA | 0.0 |
Fingage Advisors LLC
✚
|
CA | 0.0 |
Rockettrader Inc
✚
|
TN | 0.0 |
Wolverine Investment Advisors LLC
✚
|
GA | 0.0 |
Strategic Swiss Advisors SARL
✚
|
0.0 | |
Fruitful Advisory LLC
✚
|
NY | 0.0 |
Nytrx LLC
✚
|
TX | 0.0 |