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POLARIS FINANCIAL PLANNING, LLC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$130.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 130.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 123035 |
| SEC Number | 801-126129 |
| Phone | 217-597-1516 |
| Fax | N/A |
| Total Employees | 1 |
Client Count by Type (135 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 82 |
| High Net Worth Individual… | 53 |
County data not available for this organization.