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Building 2POLARIS ADVISORY SERVICES INC

Map pinCONCORD, NH
Phone603-226-5000
NotebookSEC #801-55774
Total AUM
$30.8M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE GRANITE PLACE
CONCORD
NH 03301
USA
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
603-226-5000

ReceiptFinancials

Total AUM
$30.8M
Accounts
369
Discretionary
$30.8M
Accounts
369
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Pending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Violation Finding
State Registrations
CTFLGAILKYMANCNHNJNYPARISCVA

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

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