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Building 2FOUR PONDS FINANCIAL PLANNING

Map pinMASHPEE, MA
Phone888-285-7705
NotebookSEC #801-121834
Total AUM
$150.2M
Employees
4
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 STEEPLE STREET
SUITE 203
MASHPEE
MA 02649
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
888-285-7705
Other Offices
5

ReceiptFinancials

Total AUM
$150.2M
Accounts
405
Discretionary
$139.4M
Accounts
397
Non-Discretionary
$10.7M
Accounts
8

ContactClients

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Individual Clients
93
AUM
$31.4M
HNW Individual Clients
58
AUM
$118.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHRISCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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