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Building 2POLARIS WEALTH ADVISORY GROUP

Map pinSAN RAFAEL, CA
Phone415-263-5600
NotebookSEC #801-72654
Total AUM
$1.5B
Employees
36
Clients
1,395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
824 E ST.
SAN RAFAEL
CA 94901
United States
Operating Hours
6:30 AM TO 4:00 PM
Monday - Friday
Phone
415-263-5600
Other Offices
7

ReceiptFinancials

Total AUM
$1.5B
Accounts
4,317
Discretionary
$1.5B
Accounts
4,317
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,076
AUM
$674.6M
HNW Individual Clients
308
AUM
$816.2M
Pension/Profit Sharing Plan Clients
5
AUM
$7.6M
Corporation or Business Clients
6
AUM
$10.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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