PPrivate Fund Data Log in Join · $37/mo

Philip Lee Ferguson

Chief Compliance Officer And Managing MemberPolaris Financial Planning, LLC.CRD 4598368

About Philip Lee Ferguson

Philip Lee Ferguson is listed as Chief Compliance Officer And Managing Member at Polaris Financial Planning, LLC.. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Polaris Financial Planning, LLC.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Philip Lee Ferguson work?

Philip Lee Ferguson is listed as Chief Compliance Officer And Managing Member at Polaris Financial Planning, LLC. on SEC Form ADV.

How much of Polaris Financial Planning, LLC. does Philip Lee Ferguson own?

Form ADV reports a beneficial ownership band of Over 75%.

Polaris Financial Planning, LLC.

TitleChief Compliance Officer And Managing Member
OwnershipOver 75%
Control personYes
Since2000
View Polaris Financial Planning, LLC. →