Overview
Assets Under Management: $1.5 billion
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 308
Average Client Assets: $2.6 million
Frequently Asked Questions
POLARIS WEALTH ADVISORY GROUP 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 #158718), POLARIS WEALTH ADVISORY GROUP is subject to fiduciary duty under federal law.
POLARIS WEALTH ADVISORY GROUP is headquartered in SAN RAFAEL, CA.
POLARIS WEALTH ADVISORY GROUP serves 308 high-net-worth clients according to their SEC filing dated April 25, 2023. View client details ↓
According to their SEC Form ADV, POLARIS WEALTH ADVISORY GROUP offers financial planning and portfolio management for individuals. View all service details ↓
POLARIS WEALTH ADVISORY GROUP manages $1.5 billion in client assets according to their SEC filing dated April 25, 2023.
According to their SEC Form ADV, POLARIS WEALTH ADVISORY GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 308
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.09%
Average Client Assets: $2.6 million
Total Client Accounts: 4,317
Discretionary Accounts: 4,317
Regulatory Filings
CRD Number: 158718
Filing ID: 1756094
Last Filing Date: 2023-04-25 13:56:00