Overview
Assets Under Management: $106 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
POLERO ICE ADVISERS 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 #148790), POLERO ICE ADVISERS is subject to fiduciary duty under federal law.
POLERO ICE ADVISERS serves 37 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, POLERO ICE ADVISERS offers financial planning and portfolio management for individuals. View all service details ↓
POLERO ICE ADVISERS manages $106 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, POLERO ICE ADVISERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 143
Discretionary Accounts: 143
Regulatory Filings
CRD Number: 148790
Filing ID: 2056943
Last Filing Date: 2026-02-19 12:23:19