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POLARIS FINANCIAL PARTNERS, LLC

CRD 299258 · SEC 801-132733

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470 OLDE WORTHINGTON ROAD SUITE 450, WESTERVILLE, OH, 43082, United States

Phone

614-901-3400

Fax

614-901-4030

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$226.0M

Discretionary AUM

$226.0M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals75$35.0M
High net worth individuals68$179.0M
Pension/profit sharing plans1$2.0M
Charitable organizations1$10.0M

States served

CO, OH, FL

All web addresses on file

Official SEC filing: View on IAPD