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POLARIS FINANCIAL, LLC

CRD 281952 · SEC 801-107177

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AR, United States

Phone

7089960213

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$70.2M

Discretionary AUM

$70.2M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals852$68.8M
Pension/profit sharing plans2$1.4M

States served

AR, CA, CO, DE, DC, GA, ID, IL, KS, KY, MD, MA, MS, MT, NE, NY, OH, OK, PA, TN, VA, WV, WY, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD