Polaris Advisory Services Inc is a pension cosultant based in Concord. It manages $30.83 million of regulatory assets for 369 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 11 other states.
Polaris Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Polaris Advisory Services Inc is $30.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Polaris Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Richard Angarella has been acting as President since 1 Mar 2000. Jefferson Pilot Securities Corporation joined the executive team most recently as the Stockholders.
The principal office where Polaris Advisory Services Inc performs its advisory services is located at One Granite Place, Concord, NH 03301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-226-5000 or by fax 603-226-5035. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.