Polaris Investment Advisors, LLC
Polaris Investment Advisors, LLC is an SEC-registered wealth manager in Framingham, MA with $217.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Polaris Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324093, SEC 801-127125, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $217.1M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Framingham, MA
- Employees
- 4
- Clients
- 138
- CRD
- 324093
- Ownership
- GORE, MICHAEL, PATRICK
How much AUM does Polaris Investment Advisors, LLC have?
Polaris Investment Advisors, LLC reported $217.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Polaris Investment Advisors, LLC?
Disclosed owners and executives of Polaris Investment Advisors, LLC include GORE, MICHAEL, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.