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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Polaris Equity Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lacey A. Cobb
CRD#: 5823747
824 E Street, San Rafael, CA 94901
93
Wealthminder
score

Lacey Cobb (CRD# 5823747) is an Investment Advisor Representative working at Polaris Equity Management, Inc. in San Rafael, CA and has over 6 years of experience in the finance industry.

2
Kristen M. Powell
CRD#: 2291495
250 Camino Alto, Suite 110a, Mill Valley, CA 94941
93
Wealthminder
score

Kristen Powell (CRD# 2291495) is an Investment Advisor Representative working at Polaris Equity Management, Inc. in Mill Valley, CA and has over 23 years of experience in the finance industry.

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