Polaris Portfolios, LLC

Polaris Portfolios, LLC (CRD# 281952) is a financial advisory firm headquartered in , . They manage $50,000 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
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $10,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MA

Financial Advisors at Polaris Portfolios, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. McDermott
CRD#: 6596088
Wellesley, MA
89
Wealthminder
score

Michael McDermott (CRD# 6596088) is an Investment Advisor Representative working at Polaris Portfolios, LLC in Wellesley, MA and has over 2 years of experience in the finance industry.

2
Evan A. Kulak
CRD#: 6284773
Wellesley, MA
88
Wealthminder
score

Evan Kulak (CRD# 6284773) is an Investment Advisor Representative working at Polaris Portfolios, LLC in Wellesley, MA and has 1 year of experience in the finance industry.

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