Polaris Financial, LLC
Polaris Financial, LLC is an SEC-registered mass-market adviser with $70.2M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Polaris Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281952, SEC 801-107177, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $70.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 854
- CRD
- 281952
- Ownership
- KULAK, EVAN, ALEXANDER; McDermott, Michael, James; WHITE, GRANT, JUSTIN; White, Grant
How much AUM does Polaris Financial, LLC have?
Polaris Financial, LLC reported $70.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Polaris Financial, LLC?
Disclosed owners and executives of Polaris Financial, LLC include KULAK, EVAN, ALEXANDER, McDermott, Michael, James, WHITE, GRANT, JUSTIN, White, Grant. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.