Polaris Wealth Advisory Group, LLC Info

Polaris Wealth Advisory Group, LLC info

Polaris Wealth Advisory Group, LLC (SEC CIK 1582968) first filed with the SEC on 2013-07-31 (Form 13F-HR) and has filed 42 times since, including 42 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 824 E STREET, SAN RAFAEL, CA, 94901.

Name: Value Polaris Wealth Advisory Group, LLC.
SEC CIK: Value 1582968.
State of organization: Value DE.
Business address: Value 824 E STREET, SAN RAFAEL, CA, 94901.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Polaris Wealth Advisory Group, LLC
SEC CIK	1582968
State of organization	DE
Business address	824 E STREET, SAN RAFAEL, CA, 94901
Mailing address	824 E STREET, SAN RAFAEL, CA, 94901
Phone	(415) 263-5600
Fiscal year end	December 31
Former names	Polaris Greystone Financial Group, LLC (2016-02-12 to 2020-07-13); Polaris Wealth Advisers, LLC (2013-07-31 to 2015-11-10)

SEC Filing History

Field	Value
First SEC filing	2013-07-31 (Form 13F-HR)
Latest SEC filing	2023-10-11 (Form 13F-HR)
Filings on EDGAR	42
First Form 13F-HR	2013-07-31 (quarter ended 2013-06-30)
Latest Form 13F-HR	2023-10-11 (quarter ended 2023-09-30)
Form 13F-HR filings	42

Filings by Form

Form	Filings	Latest
13F-HR	42	2023-10-11

Filings by Year

Year	Filings	Form 13F-HR
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	4	4
2014	4	4
2013	2	2

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