POLARIS ASSET MANAGEMENT, LLC

RIASEC Registered

Total AUM

$12.2M

Discretionary

$5.2M

42% of AUM

Avg account

$177K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SUGAR HILL, Georgia
CRD number: 322084
Website: www.polarisassetmgmt.com
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans57.7%
Individuals33.83%
HNWI8.47%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Polaris Asset Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory fees combine a percentage of assets under management with hourly charges. Polaris provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.