Adviser Profile
| As of Date | 05/09/2025 |
| Registration status | Registration Changed to POLARIS FINANCIAL PARTNERS, LLC |
| ADV Location | WESTERVILLE, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 191,500,000 0% |
| of that, discretionary | 191,500,000 0% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 445,349 -2% |
| % High Net Worth | 52.21% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds