Polaris Greystone Financial Group LLC

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Assets, Funds, Holdings

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Polaris Greystone Financial Group LLC
CRD #158718
SEC #801-72654
CIK #
AUM $1.6 BB (96% Disc, 100% US)
Employees34 (85% Investors, 0% Brokers)
Phone415-263-5600
Address824 E Street
San Rafael, CA 94901
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IWP 43.1
EMB 40.8
CWB 39.4
SRLN 37.5
IVE 35.1
VEU 33.5
IWF 31.9
MAR 40,850.0 29.9
JPM 341,670.0 25.6
MS 71,510.0 24.7
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Polaris Greystone Financial Group LLC
CA
1.6
Polaris Greystone Advisory Group LLC
CA
0.0
Polaris Equity Management Inc
CA
0.0
Comparable Firms State AUM ($BB)
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MO
1.7
The Burney Company
VA
1.7
Waters Parkerson & Co LLC
LA
1.7
Farmhouse Investment Management LLC
CA
1.7
Nichols & Pratt Advisers LLP
MA
1.6
Signia Wealth Limited
1.6
Avalor Investment AG
1.5
Northeast Investment Management Inc
MA
1.5
Pittenger & Anderson Inc
NE
1.5
Heritage Financial Services LLC
MA
1.4