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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2000
- Office Locations
- 1
Office Locations
About Polaris Asset Management LLC
Polaris Asset Management LLC is a Seattle-based RIA providing focused, individualized portfolio management for retirement, trust, UGMA, and individual accounts. Portfolios are primarily implemented with equity ETFs, with cash allocations as needed, and are custodied at Schwab or Fidelity. The firm is founder-led by Robert R. Doggett and charges a 0.75% annual management fee billed quarterly.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 47 clients, or 47 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROBERT R DOGGETT
--
- CRD
- #4466144
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Polaris Asset Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.