Circle Wealth Management, LLC

Q4 2016 13F Holdings Report, Options Holdings

Notable people
Andrew D. Wingate, Lucinda Falk
Signature - Title
Kristen Breault - Chief Compliance Officer
Location
Summit, NJ
Options holdings as of
December 31, 2016
Notional value $
$0
Number of holdings
0
Date filed
5/12/2017, 04:26 PM
Description
All US holdings of this investor are reported in this report.
Next filing
Q1 2017 - May 15, 2017
Stock holdings
Showing options holdings, see here for stock holdings

Circle Wealth Management, LLC didn't report any options holdings as of Q4 2016. Check stock holdings.

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
KRISTEN BREAULT Chief Compliance Officer Summit, New Jersey 5/12/2017