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| Polaris Financial Planning LLC
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| |
|---|---|
| CRD # | 123035 |
| SEC # | 801-126129 |
| CIK # | |
| AUM | $111.3 MM (2024-01-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 217-597-1516 |
| Address | 1590 Spinfisher Dr Apopka, FL 32712 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 42.4 |
| (b) Individuals (high net worth individuals) | 41 | 68.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 111.3 |
| By Discretionary | ||
| Discretionary | 392 | 111.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 392 | 111.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.3 | |
| Total | 392 | 111.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Symphony Wealth Management LLC
✚
|
FL | 0.1 |
|
Catherine Avery Investment Management LLC
✚
|
FL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
CPWA LLC
✚
|
OR | 0.1 |
|
RJ Cloud Advisors & Company
✚
|
OK | 0.1 |
|
Delphinus Financial Advisors LLC
✚
|
MA | 0.1 |
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 0.1 |
|
Step Change Advisors LLC
✚
|
MO | 0.1 |