Circle N Advisors, LLC
Circle N Advisors, LLC is an SEC-registered mass-market adviser in Fishkill, NY with $94.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Circle N Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 271027, SEC 801-101534, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $94.2M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Fishkill, NY
- Employees
- 3
- Clients
- 104
- CRD
- 271027
- Ownership
- WALLACE, CHRISTIAN, MICHAEL; FRUMBERG, CHARLES, IVER; MCFADDEN, JAMES, DAVID; MCFADDEN, DEBRA, ANN
How much AUM does Circle N Advisors, LLC have?
Circle N Advisors, LLC reported $94.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Circle N Advisors, LLC?
Disclosed owners and executives of Circle N Advisors, LLC include WALLACE, CHRISTIAN, MICHAEL, FRUMBERG, CHARLES, IVER, MCFADDEN, JAMES, DAVID, MCFADDEN, DEBRA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.