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Building 2POLARIS FINANCIAL PARTNERS, LLC

Map pinWESTERVILLE, OH
Phone614-901-3400
NotebookSEC #801-132733
Total AUM
$226M
Employees
3
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
470 OLDE WORTHINGTON ROAD SUITE 450
WESTERVILLE
OH 43082
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
614-901-3400

ReceiptFinancials

Total AUM
$226M
Accounts
456
Discretionary
$226M
Accounts
456
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$35M
HNW Individual Clients
68
AUM
$179M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$10M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLOH

HandshakeAffiliates

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

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