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Polaris Financial Planning, LLC.

● SEC registered since 2022CRD 123035SEC# 801-126129
Export (members)
Reg. AUM
$149.7M
Employees
1
Accounts
129
Location
—

Polaris Financial Planning, LLC. assets under management

Polaris Financial Planning, LLC. is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $149.7 million in regulatory assets under management and employs 1 people.
polarisfinancialplanning.comView on SEC.gov ↗

Polaris Financial Planning, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Philip Lee Ferguson ControlChief Compliance Officer And Managing MemberOver 75%2000

Frequently asked questions

How much does Polaris Financial Planning, LLC. manage?

Polaris Financial Planning, LLC. reports $149.7 million in regulatory assets under management on its Form ADV.

How many employees does Polaris Financial Planning, LLC. have?

Polaris Financial Planning, LLC. reports 1 employees.

Does Polaris Financial Planning, LLC. disclose fund performance?

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

Contact & registration

Phone217-597-1516
FaxN/A
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.7M
Non-discretionary$0
Total (RAUM)$149.7M