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Building 2POLARIS INVESTMENT ADVISORS, LLC

Map pinFRAMINGHAM, MA
Phone(508) 481-2299
NotebookSEC #801-127125
Total AUM
$217.1M
Employees
4
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
615 CONCORD STREET
SUITE 5
FRAMINGHAM
MA 01702
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(508) 481-2299
Other Offices
1

ReceiptFinancials

Total AUM
$217.1M
Accounts
295
Discretionary
$214.9M
Accounts
294
Non-Discretionary
$2.1M
Accounts
1

ContactClients

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Individual Clients
89
AUM
$40.3M
HNW Individual Clients
49
AUM
$136M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$36.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHTX

HandshakeAffiliates

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

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