P
$12.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- PrimePathway insight +more
- Established Date
- 08-24-2022
- Office Locations
- 1
Office Locations
1400 Buford HWY NE Suite R-1 Sugar Hill GA
About Polaris Asset Management, LLC
Polaris Asset Management, LLC is a fiduciary financial planning and investment management firm serving both local clients in Sugar Hill, GA and expats worldwide. The firm builds custom roadmaps for retirement, estate and charitable planning, then implements them through managed portfolios, primarily using publicly traded funds and ETFs. It emphasizes advice without selling commission products.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$313.3K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Pioneer Value momentum Quantum Capital zenith Alpha
Custodian
Oak
Investment Themes
Signal Capital
Investment Vehicles
Matrix beacon Radial
Services
Quantum Meridian Frontier Vector element Glacier Vertex ember Eagle Legacy beacon Capital beacon Alpha harbor Alpha
Technology
Optima Vital Peak
Owner & Executives
R
Robert Alan Sell
President
- CRD
- #6577304
- Ownership
- 75% or more
(285) 538-1124
element.foundation@vectorcapital.com
in linkedin.com/in/legacy-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,167,962 | -- |
| Non-Discretionary | $7,048,974 | -- |
| Total | $12,216,936 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,216,936
Public Funds:
8.7% Equity - Exchange:
24.2% Cash:
21.1% Municipal Bonds:
28.6% U.S. Government/Agency:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $365,663,705 | 8.7% |
| Equity - Exchange | $1,017,133,525 | 24.2% |
| Cash | $886,839,561 | 21.1% |
| Municipal Bonds | $1,202,066,893 | 28.6% |
| U.S. Government/Agency | $731,327,409 | 17.4% |
| Total | $4,203,031,093 | 100.0% |