ENCIRCLE FINANCIAL STRATEGIES is an SEC-registered investment adviser (CRD 327420). Regulatory assets under management: $139.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Katharine Booth Marvel | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | — |
| MARVEL KATHARINE BOOTH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | — |