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POLARIS INVESTMENT ADVISORS, LLC

UUID6df1ccd9-6a3b-59d8-a434-60018a3eb56b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 324093 324093 1.0
sec_file_number 801-127125 801-127125

Profile

Websitehttps://polarisadv.com/
HQ CityFRAMINGHAM
HQ StateMA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)178,352,519.0
  • RAUM (discretionary)176,688,601.0
  • Actionable assets137,916,632.0
  • Accounts295.0

Institutional Clients

  • Government AUM
  • Pension AUM1,663,918.0
  • Charitable AUM1,561,371.0
  • HNW AUM114,158,987.0

As of 2025-04-23 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.