Polaris Advisory Services Inc (Concord)

Polaris Advisory Services Inc is a pension cosultant based in Concord. It manages $30.83 million of regulatory assets for 369 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 11 other states.

Polaris Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Polaris Advisory Services: assets under management

The assets under management (AUM) of Polaris Advisory Services Inc is $30.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.55 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Polaris Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Polaris Advisory Services Inc

Ronald Richard Angarella has been acting as President since 1 Mar 2000. Jefferson Pilot Securities Corporation joined the executive team most recently as the Stockholders.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jefferson Pilot Corporation	Stockholders	1 Jan 1998	75% - 100%	56-0896180
Jefferson Pilot Securities Corporation	Stockholders	1 Mar 2000	75% - 100%	3870
Inc. The Polaris Group	Stockholders	1 Mar 2000	75% - 100%	456804
Ronald Richard Angarella	President/director	1 Mar 2000	Other	1785580
John Arthur Weston	Treasurer	1 Mar 2000	Other	1244146
Charles C Cornelio	Director	1 Mar 2000	Other	2081506
Carol Robinson Hardiman	Vice president/director	1 Mar 2000	Other	831061
David Kenneth Booth	Vice president	1 Mar 2000	Other	2030529
Warren Thomas Boulter	Vice president	1 Mar 2000	Other	26914

Based in Concord

The principal office where Polaris Advisory Services Inc performs its advisory services is located at One Granite Place, Concord, NH 03301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.