Overview
Assets Under Management: $192 million
Headquarters: WESTERVILLE, OH
High-Net-Worth Clients: 59
Average Client Assets: $1 million
Frequently Asked Questions
POLARIS FINANCIAL PARTNERS, 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 #299258), POLARIS FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
POLARIS FINANCIAL PARTNERS, LLC is headquartered in WESTERVILLE, OH.
POLARIS FINANCIAL PARTNERS, LLC serves 59 high-net-worth clients according to their SEC filing dated June 05, 2025. View client details ↓
According to their SEC Form ADV, POLARIS FINANCIAL PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
POLARIS FINANCIAL PARTNERS, LLC manages $192 million in client assets according to their SEC filing dated June 05, 2025.
According to their SEC Form ADV, POLARIS FINANCIAL PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.90
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 299258
Filing ID: 1990157
Last Filing Date: 2025-06-05 11:46:00
Website: https://pfp.llc