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POLARIS INVESTMENT ADVISORS, LLC

CRD 324093 · SEC 801-127125

Visit website

615 CONCORD STREET, SUITE 5, FRAMINGHAM, MA, 01702, United States

Phone

(508) 481-2299

Fax

(508) 875-8052

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$217.1M

Discretionary AUM

$214.9M

Team

4 total employees; 2 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals89$40.3M
High net worth individuals49$136.0M

States served

ME, MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD