|
⚲
|
| Polaris Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 324093 |
| SEC # | 801-127125 |
| CIK # | |
| AUM | $171.5 MM (2024-02-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 508-481-2299 |
| Address | 28 Sunset Drive Belmont, NH 03220 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 50.3 |
| (b) Individuals (high net worth individuals) | 40 | 88.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.7 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 171.5 |
| By Discretionary | ||
| Discretionary | 278 | 167.4 |
| Non-Discretionary | 15 | 4.1 |
| Total | 293 | 171.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.5 | |
| Total | 293 | 171.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
1858 Wealth Management LLC
✚
|
OH | 0.2 |
|
Consilium LLC
✚
|
CO | 0.2 |
|
Elevation Advisory Partners LLC
✚
|
FL | 0.2 |
|
ORCA Wealth Management LLC
✚
|
FL | 0.2 |
|
Haverdink Financial Management LLC
✚
|
MI | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Gilpin Wealth Management LLC
✚
|
CO | 0.2 |
|
Cambridge Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Lighthouse Financial Management LLC
✚
|
RI | 0.2 |
|
Hardworking Capital Advisors LLC
✚
|
CA | 0.2 |