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Building 2POLARIS FINANCIAL, LLC

Map pin
Phone7089960213
NotebookSEC #801-107177
Total AUM
$70.2M
Employees
2
Clients
854

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
7089960213
Other Offices
1

ReceiptFinancials

Total AUM
$70.2M
Accounts
854
Discretionary
$70.2M
Accounts
854
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
852
AUM
$68.8M
Pension/Profit Sharing Plan Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOCTDCDEFLGAIDILKSKYMAMDMSMTNENYOHOKPATNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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