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Building 2POLARIS FINANCIAL PLANNING, LLC.

Map pin
Phone217-597-1516
NotebookSEC #801-126129
Total AUM
$149.7M
Employees
1
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
217-597-1516

ReceiptFinancials

Total AUM
$149.7M
Accounts
129
Discretionary
$149.7M
Accounts
129
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$31.7M
HNW Individual Clients
61
AUM
$118M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILNETXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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