C
$94.2M Total AUM
$94.2M Disc. AUM
-3.4% 3Y CAGR
3 Employees
104 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2015
- Office Locations
- 1
Office Locations
1065 Main Street Suite F Fishkill NY
About Circle N Advisors, LLC
Circle N Advisors, LLC is a Fishkill-based RIA. The firm has been operating for 11 years. Managing $94.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$47.1M AVG AUM / ADVISOR
$905.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CHARLES IVER FRUMBERG
Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
D
DEBRA ANN MCFADDEN
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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C
CHRISTINE MARIE MURPHY
--
- CRD
- #2777387
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,202,372 | $888,702 |
| Non-Discretionary | $0 | -- |
| Total | $94,202,372 | $888,702 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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