POLARIS INVESTMENT ADVISORS, LLC - Financial Advisor in Massachusetts, Framingham

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

About 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

Firm CRD#:

324093

Firm SEC#:

801-127125

Assets Under Management:

$178,352,519

No. of Clients:

295

No. of Advisors:

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

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