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Insights

Expanding Asset Base Polaris Greystone Financial Group manages approximately $1 billion in client assets, demonstrating significant growth and potential for additional asset management services or premium investment solutions tailored to high-net-worth clients.

Recent Investment Activity The company's recent investments in ETFs and asset holdings such as iShares MSCI EAFE and Min Vol Factor ETF suggest an openness to diversified, risk-managed investment products, which presents opportunities for promoting innovative ETFs and alternative investment options.

Acquisition & Growth The firm’s acquisition by Summit Partners and previous merger with Greystone Financial Group highlight a growth-oriented strategy, indicating a possible interest in strategic partnerships, technology-driven solutions, or enhanced wealth management platforms.

Tech Stack Focus Utilizing advanced financial tools like Bloomberg, Eikon, and FactSet suggests a commitment to sophisticated investing and client reporting, signaling opportunities to offer advanced analytics, data management, or AI-based advisory solutions.

Market Positioning As an independent, fee-only registered investment adviser with a national reach, Polaris Wealth targets a discerning client base that could benefit from customized financial planning and technology-driven wealth management services, ideal for expanding their service offerings.

Polaris Greystone Financial Group, LLC Tech Stack

Polaris Greystone Financial Group, LLC uses 4 technology products and services including Bloomberg, Eikon, FactSet, and more. Explore Polaris Greystone Financial Group, LLC's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Eikon
    Advanced Analytics And Data Science
  • FactSet
    Business Intelligence
  • Microsoft
    Miscellaneous

Media & News

Polaris Greystone Financial Group, LLC's Email Address Formats

Polaris Greystone Financial Group, LLC uses at least 2 format(s):
Polaris Greystone Financial Group, LLC Email FormatsExamplePercentage
FLast@polarisgreystone.comJDoe@polarisgreystone.com
89%
Last@polarisgreystone.comDoe@polarisgreystone.com
3%
LastF@polarisgreystone.comDoeJ@polarisgreystone.com
4%
FirstL@polarisgreystone.comJohnD@polarisgreystone.com
4%
FLast@polariswealth.comJDoe@polariswealth.com
77%
LastF@polariswealth.comDoeJ@polariswealth.com
15%
First@polariswealth.comJohn@polariswealth.com
8%

Frequently Asked Questions

Where is Polaris Greystone Financial Group, LLC's headquarters located?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC's main headquarters is located at 824 East Street San Rafael, California 94901 United States. The company has employees across 1 continents, including North America.

What is Polaris Greystone Financial Group, LLC's phone number?

Minus sign iconPlus sign icon You can contact Polaris Greystone Financial Group, LLC's main corporate office by phone at
+1-415-263-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Polaris Greystone Financial Group, LLC's official website and social media links?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC's official website is polariswealth.com and has social profiles on LinkedIn.

What is Polaris Greystone Financial Group, LLC's NAICS code?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Polaris Greystone Financial Group, LLC have currently?

Minus sign iconPlus sign iconAs of February 2026, Polaris Greystone Financial Group, LLC has approximately 51 employees across 1 continents, including North America. Key team members include President: D. K.Co Founder And President: T. M.Managing Partner: G. S.. Explore Polaris Greystone Financial Group, LLC's employee directory with LeadIQ.

What industry does Polaris Greystone Financial Group, LLC belong to?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC operates in the Investment Management industry.

What technology does Polaris Greystone Financial Group, LLC use?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC's tech stack includes BloombergEikonFactSetMicrosoft.

What is Polaris Greystone Financial Group, LLC's email format?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC's email format typically follows the pattern of FLast@polarisgreystone.com. Find more Polaris Greystone Financial Group, LLC email formats with LeadIQ.

When was Polaris Greystone Financial Group, LLC founded?

Minus sign iconPlus sign iconPolaris Greystone Financial Group, LLC was founded in 2011.

Polaris Greystone Financial Group, LLC

Investment ManagementCalifornia, United States51-200 Employees

Polaris Wealth Advisory Group provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, and businesses.  Our goal is to help our clients reach their financial goals.  We also serve retirement plan sponsors by helping them develop, design, implement and maintain plans that meet their needs. 

We are an independently owned, fee-only, federally registered investment adviser with approximately $1 billion in client assets under management.  We have offices in San Rafael, San Jose and Irvine, CA, Troy, MI and Houston, TX and serve clients throughout the country.

Privacy Policy: http://polariswealth.com/privacy-notice/

Section iconCompany Overview

Headquarters
824 East Street San Rafael, California 94901 United States
Phone number
+1-415-263-****
Website
polariswealth.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Polaris Greystone Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Polaris Greystone Financial Group, LLC's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    D. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Co Founder And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. S.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Managing Partner, Wealth Management Advisor At Polaris Private Wealth
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    M. H.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. L. G.
    Director Of Qualifed Retirement Plans
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B. W.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Director
    Phone icon
    Mobile Phone

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