Polaris Investment Advisors, LLC
Firm details
- Headquarters
- Framingham, Massachusetts
- CRD number
- 324093
- Registered since
- January 3, 2023
- Website
- polarisadv.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.66%
- Individuals18.58%
- Corporations / Businesses17%
- Pension & Profit Sharing Plans0.99%
- Charitable Organizations0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Polaris Investment Advisors, LLC is an independent, individually owned RIA organized as an LLC and SEC-registered in 2023. The adviser positions itself as a capital allocator for individual and family clients, charging fees based on a percentage of assets under management and hourly fees for certain services. Its advisory offering includes financial planning and portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Polaris does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities53%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$160M in ETFs
71%
$113M
18%
$46.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26M | 33,954 | 16.28% |
Location
Framingham, MA
Middlesex
Location
Framingham, MA
Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 615 Concord St
- Time zone
- ET (UTC-5)
- Office locations
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