Company profile
Polaris Advisory
- Industry
- Investment Management
- Employees
- 20
- Headquarters
- Sunnyvale, California
- LinkedIn followers
- 8
- Office locations
- 1
Polaris Advisory company summary
Polaris Advisory is a company in the Investment Management industry, headquartered in Sunnyvale, California. On LinkedIn the company has around 20 employees and 8 followers.
What technology does Polaris Advisory use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Polaris Advisory
Polaris Advisory exists to help you manage all aspects of your financial life, with a personal care and attention our clients appreciate. We come to work every morning ready to serve you, and to make sure your financial planning and investment strategies are managed with the same level of quality and attention to detail that we would provide our own families. Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide financial consulting in areas of investments and tax strategies, education funding, employee group benefits, insurance, business succession, risk management, and retirement and estate planning. Founder Anne Mak and senior associate Michelle Lin have over 20 years’ combined professional experience in financial consulting, securities and advisory services. Our offices are located in Sunnyvale, Northern California. Polaris Advisory also proudly serves a diverse, multi-cultural clientele including the Chinese community.
Where is Polaris Advisory located?
Polaris Advisory lists 1 location.
Compare companies similar to Polaris Advisory
More companies in Investment Management.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Polaris Advisory polarisadvisory.com | Investment Management | 20 | - | Sunnyvale, California |
 Odebrecht novonor.com.br | Investment Management | 14,241 | - | Salvador, BA |
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 PIMCO pimco.com | Investment Management | 4,478 | 1971 | Newport Beach, California |
 Millennium mlp.com | Investment Management | 9,046 | 1989 | New York, NY |
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 Essar essar.com | Investment Management | 10,560 | 1969 | Mumbai, Maharashtra |
 Bridgewater Associates bridgewater.com | Investment Management | 1,852 | 1975 | Westport, Connecticut |
 Oaktree Capital Management, L.P. oaktreecapital.com | Investment Management | 1,840 | 1995 | Los Angeles, CA |
 CVC cvc.com | Investment Management | 2,146 | - | Luxembourg, Luxembourg |
 Grupo Gloria grupogloria.com | Investment Management | 1,048 | 1986 | La Victoria, Lima |
Frequently asked questions about Polaris Advisory
What does Polaris Advisory do?
Polaris Advisory exists to help you manage all aspects of your financial life, with a personal care and attention our clients appreciate. We come to work every morning ready to serve you, and to make sure your financial planning and investment strategies are managed with the same level of quality and attention to detail that we would provide our own families. Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide financial consulting in areas of investments and tax strategies, education funding, employee group benefits, insurance, business succession, risk management, and retirement and estate planning. Founder Anne Mak and senior associate Michelle Lin have over 20 years’ combined professional experience in financial consulting, securities and advisory services. Our offices are located in Sunnyvale, Northern California. Polaris Advisory also proudly serves a diverse, multi-cultural clientele including the Chinese community.
How many employees does Polaris Advisory have?
Polaris Advisory has around 20 employees on LinkedIn.
Where is Polaris Advisory headquartered?
Polaris Advisory is headquartered in Sunnyvale, California.
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