POLARIS ADVISORS, LLC
POLARIS ADVISORS, LLC of FRAMINGHAM, MA is an SEC-registered investment adviser (CRD 127217). Regulatory assets under management: $175.8M.
Registration
- CRD: 127217
- SEC file number: 801-63453
- Type: Registered investment adviser
- Location: 615 CONCORD ST., SUITE 5, FRAMINGHAM, MA, 01702
- Phone: (508) 481-2299
- Latest filing: 2023-03-28
- Regulatory AUM: $175.8M
- Discretionary AUM: $133.0M
- Non-discretionary AUM: $42.8M
- Clients: 5
- Accounts: 347
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WELDON FREDRIC EDWARD | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
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