Polaris Wealth Management, LLC

Polaris Wealth Management, LLC (CRD# 305777) is a financial advisory firm headquartered in , . They manage $5,630,000 in 285 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.polarisadvice.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $19,754
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Polaris Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas O'shaughnessy, financial advisor Flossmoor IL
Thomas W. O'shaughnessy
CRD#: 2561923
Flossmoor, IL

Thomas O'shaughnessy (CRD# 2561923) is an Investment Advisor Representative working at Polaris Wealth Management, LLC in Flossmoor, IL and has over 29 years of experience in the finance industry.

2
Richard Chew, financial advisor Flossmoor IL
Richard B. Chew
CRD#: 5657521
Flossmoor, IL

Richard Chew (CRD# 5657521) is an Investment Advisor Representative working at Polaris Wealth Management, LLC in Flossmoor, IL and has over 3 years of experience in the finance industry.

3
Felicia Gates, financial advisor Flossmoor IL
Felicia L. Gates
CRD#: 2317644
Flossmoor, IL

Felicia Gates (CRD# 2317644) is an Investment Advisor Representative working at Polaris Wealth Management, LLC in Flossmoor, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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