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Circle Advisers
Circle Advisers, Inc. is a Registered Investment Advisory firm and family office located in New York that has been providing custom wealth management...
Overview
Circle Advisers, Inc. is a Registered Investment Advisory firm and family office located in New York that has been providing custom wealth management solutions to clients for over 30 years. As a family office, the firm advises on and coordinates services including cash flow management, investment planning and oversight, estate planning, college planning, real estate, insurance, retirement income planning, and multigenerational planning. It is a multidisciplinary financial services firm with experts in investments, auditing, legal services, tax preparation and compliance, and operates as a totally non-discretionary firm in which clients make final decisions.
General information
Firm type
Wealth Manager
Year founded
1983
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Thomas B. Martin
President, Owner & Chief Executive Officer
Tom
President and Owner of Circle Advisers, Inc.
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