Polaris Wealth Partners
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 331678
- Website
- polariswealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Polaris Wealth Partners is a Colorado-based independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Polaris identifies as an active ESG investor, indicating environmental, social, or governance considerations are part of its investment process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- Public Funds/Mutual Funds4%
Contacts
1 of 1
James Mcknight
Founder & CCOCRD 5232661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1905 N Sherman St
- Time zone
- MT (UTC-7)
- Office locations
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