$51.0M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2000
- Office Locations
- 1
Office Locations
-- Seattle WA
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.
Team overview
-- AVG AGE
$51.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
25.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Investment Themes
Legacy Element
Investment Vehicles
Prime
Services
Alpha momentum Value signal Unison glacier Atlas unison
Owner & Executives
R
ROBERT R DOGGETT
--
- CRD
- #4466144
- Ownership
- 75% or more
(756) 562-1311
vector.vital@glaciercapital.com
in linkedin.com/in/oak-fusion
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $51,000,000
Equity - Exchange:
51.1% Cash:
48.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,912,534,691 | 51.1% |
| Cash | $3,744,088,970 | 48.9% |
| Total | $7,656,623,661 | 100.0% |