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Polaris Investment Advisors LLC
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CRD # | 324093 |
SEC # | 801-127125 |
CIK # | |
AUM | $178.4 M (2025-04-23) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 508-481-2299 |
Address | 615 Concord Street Framingham, MA 01702 |
Source | [IAPD] [Website] |
Total AUM ($M) |
---|
AUM Breakdown | Accounts | AUM ($M) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 94 | 40.4 |
(b) Individuals (high net worth individuals) | 46 | 114.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.7 |
(h) Charitable organizations | 0 | 1.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 20.5 |
(n) Other | 0 | 0.0 |
Total | 295 | 178.4 |
By Discretionary | ||
Discretionary | 294 | 176.7 |
Non-Discretionary | 1 | 1.7 |
Total | 295 | 178.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 178.4 | |
Total | 295 | 178.4 |
Comparable Firms | State | AUM ($B) |
---|---|---|
RIK Saylor Financial Inc
✚
|
OH | 0.2 |
TAM Financial Advisors LLC
✚
|
0.2 | |
Cooksen Wealth LLC
✚
|
TX | 0.2 |
Parkworth Wealth Management Inc
✚
|
CA | 0.2 |
D'Arcy Capital Management LLC
✚
|
CA | 0.2 |
Personal Choice Financial Advisors LLC
✚
|
OH | 0.2 |
JE Simmons & Co PC
✚
|
TX | 0.2 |
Lauer Wealth LLC
✚
|
IN | 0.2 |
Werlinich Asset Management LLC
✚
|
0.2 | |
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.2 |