CIRCLE N ADVISORS, LLC
CRD #271027 SEC #801-101534 FISHKILL, NY 845-897-1560
SEC Registered
Total AUM
$85M
Discretionary
$85M
Employees
3
Clients
--
Accounts
108
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (4)
FL MA NY TX
Address
1065 MAIN STREETSUITE F
FISHKILL, NY 12524
United States
Phone: 845-897-1560