Polaris Wealth Advisory Group LLC

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Assets, Funds, Holdings

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Polaris Wealth Advisory Group LLC
CRD #158718
SEC #801-72654
CIK #0001582968
AUM
Employees 36 (75% Investors, 0% Brokers)
Phone415-263-5600
Address824 E St
San Rafael, CA 94901
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
20001600120080040002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,076 674.6
(b) Individuals (high net worth individuals) 308 816.2
(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 5 7.6
(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 6 10.6
(n) Other 0 0.0
Total 4,317 1,509.0
By Discretionary
Discretionary 4,317 1,509.0
Non-Discretionary 0 0.0
Total 4,317 1,509.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,509.0
Total 4,317 1,509.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001582968]
Related Firms State AUM ($BB)
Polaris Equity Management Inc
CA 0.0
Polaris Greystone Advisory Group LLC
CA 0.0
Polaris Wealth Advisory Group LLC
CA 0.0
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