POLARIS FINANCIAL PARTNERS, LLC of WESTERVILLE, OH is an SEC-registered investment adviser (CRD 299258). Regulatory assets under management: $226.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robert Thomas Deitrick | CEO, MANAGING MEMBER | — |
| William Bradford Harrigan | GENERAL COUNSEL & INVESTMENT ADVISOR REPRESENTATIVE & CCO | — |
| Justin Drake | CHIEF MARKETING OFFICER | — |