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Building 2JONATHAN D. POND, LLC

Map pinNEWTON, MA
Phone617-243-0020
NotebookSEC #801-66229
Total AUM
$346.4M
Employees
3
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 WASHINGTON STREET; ONE GATEWAY CENTER
SUITE 413
NEWTON
MA 02458
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
617-243-0020

ReceiptFinancials

Total AUM
$346.4M
Accounts
186
Discretionary
$346.4M
Accounts
186
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$33.3M
HNW Individual Clients
117
AUM
$313.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMDNHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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