Open Circle Wealth Partners
Open Circle Wealth Partners (CRD# 150623) is a financial advisory firm headquartered in North Haven, CT. They manage $23,933,403 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts57ACCOUNTS
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Average Account Value$419,884
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Open Circle Wealth Partners
1
Andrew Madlener (CRD# 6548254) is an Investment Advisor Representative working at Open Circle Wealth Partners in North Haven, CT and has over 8 years of experience in the finance industry.
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