Circle Advisers Inc
Legal Name: CIRCLE ADVISERS INC
Full Contact Details
Circle Advisers Inc
420 LEXINGTON AVENUE, SUITE 1727, NEW YORK, NY
212-885-4200
212-885-4231
Other Info
Circle Advisers Inc, a Delaware-based company legally known as CIRCLE ADVISERS INC, has been providing advisory services for almost four decades. Although the number of clients served by this firm is unknown, it currently has nine employees, all of whom are in advisory roles. Its last reported SEC status is approved, with a registration date of January 5, 1983.
Circle Advisers, Inc.
About Us Services Associates Our Core Values Contact Form CRS Client Login Black Diamond Charles Schwab & Co. Fidelity Investments CADV About Us Services Associates Our Core Values Contact Form CRS Client Login Black Diamond Charles Schwab & Co. Fidelity Investments CADV For over 30 years, Circle Ad…
Direct Owners
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CHARLES SURIN MARTIN
SECRETARY owns less than 5%
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CIRCLE CONSULTING GROUP, INC.
OWNER owns 75% or more
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ERIC SCOTT BLOCK
CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS BAXTER MARTIN
PRESIDENT AND TREASURER owns less than 5%
Indirect Owners
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CHARLES SURIN MARTIN
30% OWNER owns more than 25% but less than 50%
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THOMAS BAXTER MARTIN
70% OWNER owns more than 50% but less than 75%