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POLARIS INVESTMENT ADVISORS, LLC

Tel: (508) 481-2299
615 Concord Street
Suite 5
Framingham, Massachusetts  01702

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POLARIS INVESTMENT ADVISORS, LLC

POLARIS INVESTMENT ADVISORS, LLC is a Framingham, Massachusetts based financial advisory firm with nearly $178,352,519 in assets under management and provides investment advisory services for 295 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

324093

SEC#:

801-127125

No. of Clients:

295

Assets under Management

$178,352,519

No. of Advisors:

3

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