|
⚲
|
| Polaris Financial LLC
✚
|
|
|---|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 655 | 46.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 49.6 |
| By Discretionary | ||
| Discretionary | 658 | 49.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 49.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.6 | |
| Total | 658 | 49.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000931015] | |
| 10-Q | [0000931015] | |
| 3 | [0000931015] | |
| 4 | [0000931015] | |
| 5 | [0000931015] | |
| 8-K | [0000931015] | |
| SC 13G | [0000931015] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ADVR LLC
✚
|
SC | 0.1 |
|
Seaway Advisors Ltd
✚
|
NY | 0.1 |
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
Byron Place Capital Management LLC
✚
|
NJ | 0.0 |
|
Rena Advisors LLC
✚
|
NY | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
Harmony Wealth Partners LLC
✚
|
MA | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Wealthpro LLC
✚
|
0.0 | |
|
Westpark Capital Inc
✚
|
NY | 0.0 |