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Building 2POLARIS ADVISORS, LLC

Map pinFRAMINGHAM, MA
Phone(508) 481-2299
NotebookSEC #801-63453
Total AUM
$175.8M
Employees
5
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
615 CONCORD ST.
SUITE 5
FRAMINGHAM
MA 01702
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
(508) 481-2299

ReceiptFinancials

Total AUM
$175.8M
Accounts
347
Discretionary
$133M
Accounts
289
Non-Discretionary
$42.8M
Accounts
58

ContactClients

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Individual Clients
113
AUM
$40.9M
HNW Individual Clients
34
AUM
$107.7M
Charitable Organization Clients
1
AUM
$760.1K
Corporation or Business Clients
1
AUM
$26.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENH

HandshakeAffiliates

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

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