POLARIS FINANCIAL PLANNING, LLC. is an SEC-registered investment adviser (CRD 123035). Regulatory assets under management: $149.7M.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Philip Lee Ferguson | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| FERGUSON PHILIP LEE | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |