Polaris Investment Advisors, LLC
Polaris Investment Advisors, LLC (CRD# 324093) is a financial advisory firm headquartered in Belmont, NH. They manage $171,493,981 in 293 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Polaris Investment Advisors, LLC
By the Numbers
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Total Assets Under Management171MILLION
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Total Number of Accounts293ACCOUNTS
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Average Account Value$585,304
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, ME, NH, TX
Financial Advisors at Polaris Investment Advisors, LLC
No Advisor Found.
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