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March 28, 2015 11:48 PM ET

Capital Markets

Company Overview of Circle Financial Group, LLC

Company Overview

Circle Financial Group, LLC (CFG) is a privately owned investment manager. The firm also provides philanthropy and tax and estate planning services to its clients. It primarily provides its services to individuals. The firm invests in the public equity markets of the United States. Circle Financial Group was founded in May 2003 and is based in New York City.

650 Madison Avenue

New York, NY 10022

United States



Key Executives for Circle Financial Group, LLC

Co-Founder and Chairman
Co-Founding Partner
Age: 67
Founding Partner
Age: 62
Founding Partner
Founding Partner
Age: 61
Compensation as of Fiscal Year 2014.

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