POLARIS INVESTMENT ADVISORS, LLC

615 Concord Street
Suite 5
Framingham, Massachusetts 01702
Tel: (508) 481-2299

About POLARIS INVESTMENT ADVISORS, LLC

POLARIS INVESTMENT ADVISORS, LLC, formally registered with the SEC as POLARIS INVESTMENT ADVISORS, LLC. The firm was established in 01/03/2023. They have over 2 offices throughout the country.

POLARIS INVESTMENT ADVISORS, LLC is a Framingham, Massachusetts based Financial Planning firm with nearly $178,352,519 assets under management, offering retirement planning & investment advisory services to 295 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324093
SEC#	801-127125
Assets Managed by Firm	$178,352,519
No. of Clients	295
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	295	$178,352,519
Individuals (other than high net worth individuals)	94	$40,435,887
High net worth individuals	46	$114,158,987
Pension and profit sharing plans	Fewer than 5 clients	$1,663,918
Charitable organizations	Fewer than 5 clients	$1,561,371
Corporations or other businesses	Fewer than 5 clients	$20,532,356

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