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| Happy Holidays!! thanks for using AUM13F!! |
| Polaris Financial LLC
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| CRD # | 281952 |
| SEC # | 801-107177 |
| CIK # | 0000931015 |
| AUM | $49.6 M (2025-04-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 708-996-0213 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 655 | 46.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 49.6 |
| By Discretionary | ||
| Discretionary | 658 | 49.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 49.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.6 | |
| Total | 658 | 49.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000931015] | |
| 10-Q | [0000931015] | |
| 3 | [0000931015] | |
| 4 | [0000931015] | |
| 5 | [0000931015] | |
| 8-K | [0000931015] | |
| SC 13G | [0000931015] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Shotwell Gwynne | |
| Polaris Inc. | |
| Bilicic George W | |
| Hendrickson Gary E | |
| Henricks Gwenne A. | |
| Kessler Bernd F | |
| Duke Benjamin D | |
| Jackson Darryl R. | |
| Wiehoff John | |
| Farr Kevin M | |
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