Be advised. This firm is no longer registered.

Polaris Equity Management, Inc.

Polaris Equity Management, Inc. (CRD# 127751) is a financial advisory firm headquartered in San Rafael, CA. They manage $3,152,668 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $630,534
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Polaris Equity Management, Inc.
No Advisor Found.
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