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POLARIS FINANCIAL PLANNING, LLC.
CRD 123035 · SEC 801-126129
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.7M
Discretionary AUM
$149.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $31.7M |
| High net worth individuals | 61 | $118.0M |
States served
CA, CO, IL, NE, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD