Annika
Ellenbogen
Circle Wealth Management, LLC
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About this Advisor
Annika Ellenbogen is a financial advisor based in New York, New York who has 4 years of relevant experience. Ellenbogen is currently employed by Circle Wealth Management, LLC. During their career, Ellenbogen has held roles at Circle Wealth Management, LLC, Lehigh University and Strawberry Crest High School. Ellenbogen has a Series 65 license, qualifying them as an investment advisor representative, and can operate in New Jersey and New York. Circle Wealth Management, LLC is a registered investment business that has its headquarters in Summit, NJ. It has a total of 16 employees. It manages $7 billion in assets under management between its 1,235 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 1,235 customer accounts, 88% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are offered. However, fee types billed by Circle Wealth Management, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Circle Wealth Management, LLC Brokerage Details
$6,551,177,169
16
1,235
$5,304,597
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Annika Ellenbogen Work History
Annika has been registered as a financial advisor for 4 years.*
Circle Wealth Management, LLC
Lehigh University
Strawberry Crest High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Annika Ellenbogen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Circle Wealth Management, LLC
New York, NY
New York, NY
New York, NY
Summit, NJ
Summit, NJ
New York, NY
Summit, NJ
Summit, NJ
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