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Building 2POLARIS EQUITY MANAGEMENT, INC.

Map pinSAN RAFAEL, CA
Phone415-263-5600
NotebookSEC #801-62455
Total AUM
$3.2M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
824 E STREET
SAN RAFAEL
CA 94901
United States
Operating Hours
6:30 AM TO 4:00 PM
Monday - Friday
Phone
415-263-5600

ReceiptFinancials

Total AUM
$3.2M
Accounts
5
Discretionary
$3.1M
Accounts
4
Non-Discretionary
$20.7K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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