Polaris Greystone Financial is an investment advisor in San Rafael with $1.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Polaris Wealth Advisers, LLC
SEC CIK
IRS number
452613011
SEC advisor number
801-72654
FINRA CRD number
158718
AUM ?
$1.15 bn
(as of 6 Aug 20)
Accounts
2,764
(as of 6 Aug 20)
Employees
24
(18 investment advisory or research)
Address
Polaris Greystone Financial
824 E STREET
SAN RAFAEL
CA 94901
824 E STREET
SAN RAFAEL
CA 94901
Office hours
Monday - Friday, 6:30 AM TO 4:00 PM
Phone
(415) 263-5600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Powell, Jeffrey, John | Managing Partner | 06/2011 | < 5% |
Polaris Equity Management, Inc. | Managing Member | 08/2012 | > 75% |
Powell, Jeffrey, John | Sole Shareholder, President, and CEO | 08/1998 | > 75% |
Mason, James, Richard | Chief Compliance Officer | 09/2017 | < 5% |
Witbeck, Jeremy, Dee | Director | 10/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21