Home
›
Firms
›
POLARIS WEALTH ADVISORY GROUP, LLC
POLARIS WEALTH ADVISORY GROUP, LLC
POLARIS WEALTH ADVISORY GROUP
SAN RAFAEL, California
·
4 registered advisors
·
CRD# 158718
SEC# 801-72654
7
415-263-5600
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at POLARIS WEALTH ADVISORY GROUP, LLC
4 registered advisors
Angela Crescenzo
SAN RAFAEL, California
CRD# 2869199
James Richard Mason
SAN RAFAEL, California
CRD# 5530825
Jeffrey John Powell
SAN RAFAEL, California
CRD# 2289402
Jeremy Dee Witbeck
SAN RAFAEL, California
CRD# 6134040
05
Office Locations
SAN RAFAEL, California
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. POLARIS WEALTH ADVISORY GROUP, LLC (CRD# 158718) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.