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Polaris Financial, LLC

● SEC registered since 2016CRD 281952SEC# 801-107177
Export (members)
Reg. AUM
$49.6M
Employees
2
Accounts
658
Location
—

Polaris Financial, LLC assets under management

Polaris Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2016. It reports $49.6 million in regulatory assets under management and employs 2 people.
www.polarisportfolios.comView on SEC.gov ↗

Polaris Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Evan Alexander Kulak ControlPrincipal, Financial Advisor50-75%2015
Grant Justin White ControlPrincipal5-10%2015
Michael James McDermott ControlPrincipal, Chief Compliance Officer25-50%2015

Frequently asked questions

How much does Polaris Financial, LLC manage?

Polaris Financial, LLC reports $49.6 million in regulatory assets under management on its Form ADV.

How many employees does Polaris Financial, LLC have?

Polaris Financial, LLC reports 2 employees.

Does Polaris Financial, LLC disclose fund performance?

Polaris Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone7089960213
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$49.6M
Non-discretionary$0
Total (RAUM)$49.6M