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 $2.0 BB (96% Disc, 100% US, 2020-02-24)
Employees35 (86% Investors, 0% Brokers)
Phone415-263-5600
Address824 E Street
San Rafael, CA 94901
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
19551564117378239102010201320172021
Sector Issuer Cap ($MM) Value ($MM)
BNDX 41.1
JPST 38.0
CWB 35.2
DHR 112,120.0 28.0
MSFT 1,376,930.0 27.3
IVE 27.2
FIS 84,400.0 27.2
IWF 25.6
NDAQ 19,080.0 25.2
V 411,370.0 24.5
View All
Holdings by Sector ($)
1.21.00.70.50.20.02014201620182020
Related Firms State AUM ($BB)
Polaris Greystone Financial Group LLC
CA 2.0
Polaris Greystone Advisory Group LLC
CA 0.0
Polaris Equity Management Inc
CA 0.0
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