MK
MK

Maria Lourdes Kattan-Chrin

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
349 clients
Average Client Portfolio
$35.8M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee
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Location

47 Maple Street, Suite 201, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Since 2006, Maria has been the Vice Chair of Circle Financial Group, a membership organization for women investors. Maria dedicates a few hours per week to this activity.

Employment History
Current Registrations
Circle Wealth Management, LLC
May 2007 - Present · 18 yrs 9 mos
State Registrations3 states
NJNYTX
Advisor
Exams
No exam information available for this advisor.
Maria Lourdes Kattan-chrin - Financial Advisor | TrueAdvisor