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Polaris Greystone Financial Group, LLC

Polaris Greystone Financial Group, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on May 9, 2019
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $389.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

32

name start date
Preetika Pande
July 2016
Brett Andrew Miller
July 2017
Timothy John Dowd
December 2015
Matthew Philip Erickson
June 2018
Robert John Yarmak
August 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Greystone Investment Group, LLC -- --
    Polaris Equity Management, Inc. IAR $4,000,000
    Polaris Greystone Advisory Group, LLC IAR $22,355,664

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jeffrey John Powell Managing Partner June, 2011 less than 5%
      James Richard Mason Chief Compliance Officer September, 2017 less than 5%
      Jeremy Dee Witbeck Director October, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets