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).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$630,534
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristen Powell (CRD# 2291495) is an Investment Advisor Representative working at Polaris Equity Management, Inc. in Mill Valley, CA and has over 25 years of experience in the finance industry.