POLARIS ADVISORS, LLC
CRD #127217 SEC #801-63453 FRAMINGHAM, MA (508) 481-2299
SEC Registered
Total AUM
$175.8M
Discretionary
$133M
Employees
5
Clients
1
Accounts
347
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WELDON, FREDRIC, EDWARD | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2023 REGISTERED
Notice Filings (4)
FL MA ME NH
Address
615 CONCORD ST.SUITE 5
FRAMINGHAM, MA 01702
United States
Phone: (508) 481-2299