⚲
|
Polaris Wealth Advisory Group LLC
✚
| |
---|---|
CRD # | 158718 |
SEC # | 801-72654 |
CIK # | 0001582968 |
AUM | |
Employees | 36 (75% Investors, 0% Brokers) |
Phone | 415-263-5600 |
Address | 824 E St San Rafael, CA 94901 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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 |