CRD: 299258
Polaris Financial Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2019
- Office Locations
- 1
Office Locations
About Polaris Financial Partners, LLC
Polaris Financial Partners is an Ohio-based RIA providing customized, step-by-step financial planning for individuals and families, with added expertise for business owners (estate and succession planning, insurance). Portfolios emphasize asset allocation using ETFs, mutual funds, and fixed income with risk management. The firm custodians with Charles Schwab and runs regular client market-update events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT THOMAS DEITRICK
Chief Executive Officer, Managing Member, President
- CRD
- #1158292
- Ownership
- 75% or more
WILLIAM BRADFORD HARRIGAN
Chief Compliance Officer, General Counsel, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7655589
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,000,000 | $495,614 |
| Non-Discretionary | $0 | -- |
| Total | $226,000,000 | $495,614 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $226,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $510,679,541 | 17.0% |
| Public Funds | $444,591,600 | 14.8% |
| Cash | $799,063,281 | 26.6% |
| Corporate - Investment Grade | $687,915,381 | 22.9% |
| Municipal Bonds | $561,747,495 | 18.7% |
| Total | $3,003,997,298 | 100.0% |