CIRCLE WEALTH MANAGEMENT, LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 142878). Regulatory assets under management: $14.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Maria Lourdes Kattan-Chrin | CEO/MANAGING PARTNER; MEMBER | — |
| Kristen Anne Breault | CHIEF COMPLIANCE OFFICER, PARTNER | — |
| John Robert Chrin | MEMBER | — |
| Daniel Michael Flath | MEMBER | — |
| CHRIN MARIA LOURDES | CEO/MANAGING PARTNER; CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BREAULT KRISTEN ANNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER; MEMBER | — |
| RIBBECKE WILLIAM WALTON | MEMBER | — |
| KATTAN-CHRIN MARIA LOURDES | CEO/MANAGING PARTNER; MEMBER | — |
| KAPLAN ANN FRANCES | MEMBER | — |
| CHRIN JOHN ROBERT | MEMBER | — |
| Flath Daniel Michael | MANAGING DIRECTOR; MEMBER; VICE PRESIDENT | — |
| Cherashore Lindsay Ann | VICE PRESIDENT | — |
| SHENLOOGIAN LAUREN M | VICE PRESIDENT | — |