Polaris Financial, LLC
● SEC registered since 2016CRD 281952SEC# 801-107177
Reg. AUM
$70.2M
Employees
2
Accounts
854
Location
—
Polaris Financial, LLC assets under management
Polaris Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2016. It reports $70.2 million in regulatory assets under management and employs 2 people.
Polaris Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Alexander Kulak Control | Principal, Financial Advisor | 50-75% | 2015 |
| Michael James McDermott Control | Principal, Chief Compliance Officer | 25-50% | 2015 |
Frequently asked questions
How much does Polaris Financial, LLC manage?
Polaris Financial, LLC reports $70.2 million in regulatory assets under management on its Form ADV.
How many employees does Polaris Financial, LLC have?
Polaris Financial, LLC reports 2 employees.
Does Polaris Financial, LLC disclose fund performance?
Polaris Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 7089960213 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$70.2M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$70.2Mregulatory AUM
Discretionary $70.2M