Polaris Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281952
- Registered since
- January 27, 2016
- Website
- www.partnerpf.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.98%
- Pension & Profit Sharing Plans2.02%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Polaris Financial, LLC is an SEC-registered advisory firm formed as a limited liability company in 2016. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its principal advisory offerings include portfolio management for individuals and small businesses and pension consulting services. Polaris is registered to operate in multiple states and is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds97%
- Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Evan Kulak
Founder and Financial AdvisorCRD 6284773
Michael McDermott
Co-FounderCRD 6596088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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