Circle Wealth Management, Llc
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- Circle Wealth Management, LLC (CWM) is an independent investment advisory and wealth management firm with offices in New York City and Summit, New Jersey. The firm provides customized services and tailored investment solutions to high net worth families and foundations.CWMs partners had successful careers in wealth management, investment banking, and asset management prior to founding CWM. The firms collaborative style enables them to bring their unique experiences and expertise to each client relationship while creating synergies with clients expanded teams of advisors, including legal and accounting professionals, private banks, investment banks, and trust companies. The firm strives to provide every client with the peace of mind that comes from knowing that their investment plan is being proactively managed by a seasoned team whose interests are fully aligned with theirs.
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Headquarters:47 Maple Street Suite 201, Summit, New Jersey, United States
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Phone Number: +1 908-206-1304
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Website: https://www.circlewm.com
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Employees:15
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Revenue:$10 - 50M
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Legal Name:Circle Wealth Management, Llc
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Circle Wealth Management, Llc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Circle Wealth Management, Llc
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Where are Circle Wealth Management, Llc's Headquarters?
Circle Wealth Management, Llc's Headquarters are in 47 Maple Street Suite 201,Summit,New Jersey,United States
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What is Circle Wealth Management, Llc's phone number?
Circle Wealth Management, Llc's phone number is +1 908-206-1304
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What is Circle Wealth Management, Llc's official website?
Circle Wealth Management, Llc's official website is https://www.circlewm.com
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What is Circle Wealth Management, Llc's Revenue?
Circle Wealth Management, Llc's revenue is $10 - 50M
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What is Circle Wealth Management, Llc's NAICS code?
Circle Wealth Management, Llc's NAICS code is 523930
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How many employees are working in Circle Wealth Management, Llc
Circle Wealth Management, Llc has 15 employees
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What is Circle Wealth Management, Llc's Industry?
Circle Wealth Management, Llc is in the industry of Investment Management
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Who is Circle Wealth Management, Llc's Managing Partner Of Circle Wealth?
Circle Wealth Management, Llc's Managing Partner Of Circle Wealth is Maria Chrin