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| Keyboard |
| Polaris Financial Partners LLC
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|---|---|
| CRD # | 299258 |
| SEC # | 801-132733 |
| CIK # | 0002103435 |
| AUM | 226.0 M (2026-04-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-901-3400 |
| Address | 470 Olde Worthington Road Suite 450 Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 35.0 |
| (b) Individuals (high net worth individuals) | 68 | 179.0 |
| (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 | 1 | 2.0 |
| (h) Charitable organizations | 1 | 10.0 |
| (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 | 456 | 226.0 |
| By Discretionary | ||
| Discretionary | 456 | 226.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 456 | 226.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 226.0 | |
| United States Persons | 0.0 | |
| Total | 456 | 226.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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