POLARIS FINANCIAL, LLC

POLARIS FINANCIAL, LLC is an SEC-registered investment adviser (CRD 281952). Regulatory assets under management: $70.2M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (7)

NameRoleLocation
Evan Alexander KulakPRINCIPAL, FINANCIAL ADVISOR
Grant Justin WhitePRINCIPAL
Michael James McdermottPRINCIPAL, CHIEF COMPLIANCE OFFICER
MCDERMOTT JAMESMANAGING MEMBER, CO-FOUNDER; PRINCIPAL, CHIEF COMPLIANCE OFFICER; PRINCIPAL, WEALTH ADVISOR
KULAK EVAN ALEXANDERMANAGING MEMBER, CO-FOUNDER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL, FINANCIAL ADVISOR; PRINCIPAL, WEALTH ADVISOR (+1 more)
WHITE GRANT JUSTINMANAGING MEMBER, CO-FOUNDER; PRINCIPAL
White GrantMANAGING MEMBER, CO-FOUNDER

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