POLARIS FINANCIAL PARTNERS, LLC
CRD #299258 SEC #801-132733 WESTERVILLE, OH 614-901-3400
SEC Registered
Total AUM
$191.5M
Discretionary
$191.5M
Employees
5
Clients
10
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $191.5M | $191.5M | $0 | 5 | 0 |
| May 2025 | $191.5M | $191.5M | $0 | 5 | 0 |
| May 2025 | $191.5M | $191.5M | $0 | 5 | 0 |
| Apr 2025 | $191.5M | $191.5M | $0 | 5 | 0 |
DateJun 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees5
Clients0