RIA Intelligence

POLARIS INVESTMENT ADVISORS, LLC

CRD #324093 SEC #801-127125 FRAMINGHAM, MA (508) 481-2299
SEC Registered
Total AUM
$178.4M
Discretionary
$176.7M
Employees
3
Clients
1
Accounts
295

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Hampshire
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 20, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GORE, MICHAEL, PATRICKIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 20, 2025 REGISTERED

Notice Filings (5)

FL MA ME NH TX

Address

615 CONCORD STREET
SUITE 5
FRAMINGHAM, MA 01702
United States
Phone: (508) 481-2299