Polaris Financial Planning, LLC.
● SEC registered since 2022CRD 123035SEC# 801-126129
Reg. AUM
$149.7M
Employees
1
Accounts
129
Location
—
Polaris Financial Planning, LLC. assets under management
Polaris Financial Planning, LLC. is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $149.7 million in regulatory assets under management and employs 1 people.
Polaris Financial Planning, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Lee Ferguson Control | Chief Compliance Officer And Managing Member | Over 75% | 2000 |
Frequently asked questions
How much does Polaris Financial Planning, LLC. manage?
Polaris Financial Planning, LLC. reports $149.7 million in regulatory assets under management on its Form ADV.
How many employees does Polaris Financial Planning, LLC. have?
Polaris Financial Planning, LLC. reports 1 employees.
Does Polaris Financial Planning, LLC. disclose fund performance?
Polaris Financial Planning, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 217-597-1516 |
| Fax | N/A |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.7M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$149.7Mregulatory AUM
Discretionary $149.7M