$868.2M Total AUM
$0 Disc. AUM
14.1% 3Y CAGR
8 Employees
388 ADV. Clients
43 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-1983
- Office Locations
- 1
Office Locations
420 Lexington Avenue Suite 2500 NEW York NY
About Circle Advisers INC
Circle Advisers, Inc. is a New York-based RIA with 30+ years delivering custom financial planning for individuals and business owners. The firm supports retirement, tax and estate planning and portfolio construction, using diversified allocations that include mutual funds and ETFs alongside fixed income. Custodies include Schwab and Fidelity/NFS.
Team overview
52 AVG AGE
$124.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
4.2 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
E
ERIC SCOTT BLOCK
Associate, Chief Compliance Officer
- CRD
- #1510791
- Ownership
- Less than 5%
Available
Available
Available
C
CHARLES SURIN MARTIN
Financial Advisor, Secretary
- CRD
- #5815459
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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C
CARSON PAUL BIDAWID
Associate Financial Planner
- CRD
- #6708300
Available
Available
Available
P
Patricia E. Eiden
--
- CRD
- #7855419
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $868,162,745 | $751,006 |
| Total | $868,162,745 | $751,006 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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