Circular Wealth Advisors Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Circular Wealth Advisors Inc ✚
CRD #	316106
SEC #	801-122219
CIK #
AUM
Employees	1 (100% Investors, 0% Brokers)
Phone	954-205-2149
Address	1805 SW 24th Ter Fort Lauderdale, FL 33312
Source	[IAPD] [Website]

Total AUM ($k) Copy

AUM Breakdown	Accounts	AUM ($k)
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

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