Overview
Assets Under Management: $176 million
Headquarters: FRAMINGHAM, MA
High-Net-Worth Clients: 34
Average Client Assets: $3.2 million
Frequently Asked Questions
POLARIS ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127217), POLARIS ADVISORS, LLC is subject to fiduciary duty under federal law.
POLARIS ADVISORS, LLC is headquartered in FRAMINGHAM, MA.
POLARIS ADVISORS, LLC serves 34 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, POLARIS ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
POLARIS ADVISORS, LLC manages $176 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, POLARIS ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.27%
Average Client Assets: $3.2 million
Total Client Accounts: 347
Discretionary Accounts: 289
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 127217
Filing ID: 1741910
Last Filing Date: 2023-03-28 10:33:00