← Back to searchVisit website
POLARIS ASSET MANAGEMENT, LLC
CRD 322084
1400 BUFORD HWY NE, SUITE R-1, SUGAR HILL, GA, 30518, United States
Phone
(678) 333-5626
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$5.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $4.1M |
| High net worth individuals | 2 | $1.0M |
| Pension/profit sharing plans | 1 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD