Polaris Investment Partners, Inc.

Polaris Investment Partners, Inc. (CRD# 106711) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $16,899,010 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
735 Johnnie Dodds Blvd, Suite 105, Mount Pleasant, SC 29464
https://www.polarisinvest.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,536,274
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Polaris Investment Partners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John Pernell, financial advisor Mount Pleasant SC
John C. Pernell
CRD#: 1146694
735 Johnnie Dodds Blvd, Suite 105, Mount Pleasant, SC 29464

John Pernell (CRD# 1146694) is an Investment Advisor Representative working at Polaris Investment Partners, Inc. in Mount Pleasant, SC and has over 40 years of experience in the finance industry.

2
Robert Wattie, financial advisor Mount Pleasant SC
Robert T. Wattie
CRD#: 4857780
735 Johnnie Dodds Blvd, Suite 105, Mount Pleasant, SC 29464

Robert Wattie (CRD# 4857780) is an Investment Advisor Representative working at Polaris Investment Partners, Inc. in Mount Pleasant, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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