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Building 2FLAX POND CAPITAL, LLC

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Phone508-548-2218
NotebookSEC #801-127211
Total AUM
$222.3M
Employees
2
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 3:00 PM
Monday - Friday
Phone
508-548-2218
Other Offices
1

ReceiptFinancials

Total AUM
$222.3M
Accounts
119
Discretionary
$220.2M
Accounts
116
Non-Discretionary
$2.1M
Accounts
3

ContactClients

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Individual Clients
64
AUM
$55.3M
HNW Individual Clients
55
AUM
$166.6M
Charitable Organization Clients
1
AUM
$346K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANEPA

HandshakeAffiliates

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

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