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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 01-27-2016
- Office Locations
- 1
Office Locations
About Polaris Financial, LLC
Polaris Financial, LLC is an SEC-registered RIA that partners with banks, credit unions, and other institutions to deliver turnkey financial planning and investment management. Its Wealth Management Program bundles dedicated advisors, technology, marketing content, compliance, and practice management; it also offers a digital wealth platform to serve smaller accounts, wealth technology consulting, and workplace financial wellness/benefits support. Brokerage is provided via Altruist and/or Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EVAN ALEXANDER KULAK
Financial Advisor, PRINCIPAL, Wealth Advisor
- CRD
- #6284773
- Ownership
- 50% but less than 75%
Michael James McDermott
Chief Compliance Officer, PRINCIPAL
- CRD
- #6596088
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,223,296 | $82,229 |
| Non-Discretionary | $0 | -- |
| Total | $70,223,296 | $82,229 |
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Separately Managed Accounts
Total SMA Asset: $70,223,296
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,815,928,333 | 32.1% |
| Cash | $1,414,274,403 | 25.0% |
| Equity - Exchange | $758,051,080 | 13.4% |
| U.S. Government/Agency | $1,668,843,796 | 29.5% |
| Total | $5,657,097,612 | 100.0% |