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CIRCLE N ADVISORS, LLC
CRD 271027 · SEC 801-101534
1065 MAIN STREET, SUITE F, FISHKILL, NY, 12524, United States
Phone
845-897-1560
Fax
845-897-1580
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.2M
Discretionary AUM
$94.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $25.9M |
| High net worth individuals | 22 | $65.3M |
States served
NY, TX, FL
Official SEC filing: View on IAPD