Polaris Greystone Financial Group, LLC is a large advisory firm based in San Rafael. It manages $1.59 billion of regulatory assets for 4,082 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Polaris Greystone Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Polaris Greystone Financial Group, LLC is $1.59 billion. The firm's AUM has grown by 207% since the beginning of its operation, and $1.44 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Polaris Greystone Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jeremy Dee Witbeck is high net worth individuals with 410 clients and $900.98 million of assets under management. Among the 9 most similar advisory firms, Polaris Greystone Financial Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.59 billion for 1,596 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Polaris Greystone Financial Group doesn't advise any private funds.
The company employs 34 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 28 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Jeremy Dee Witbeck has been acting as President since 1 Oct 2017. James Richard Mason joined the executive team most recently as the Chief Compliance Officer.
The principal office where Polaris Greystone Financial Group, LLC performs its advisory services is located at 824 E Street, San Rafael, CA 94901, which is also the mailing address of the firm. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-263-5600 or by fax 415-263-8909. The normal business hours are 6:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at polarisgreystone.com.