RIA Intel›Advisers›California›POLARIS WEALTH ADVISORY GROUP, LLC

POLARIS WEALTH ADVISORY GROUP, LLC

Advisory

N·SAN RAFAEL, CA

Data as of Apr 25, 2023 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
-23.1%
3-Year CAGR
-8.3%
Employees
27
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees27
Investment Advisers36
Employee Growth (1Y)—
Filing History
Total Filings on Record64
First FilingMar 29, 2012
Latest FilingApr 25, 2023
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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