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Building 2PONDER FINANCIAL GROUP

Map pinHALF MOON BAY, CA
Phone650-726-0850
NotebookSEC #801-68503
Total AUM
$55.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
755 MAIN STREET
HALF MOON BAY
CA 94019-1924
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
650-726-0850

ReceiptFinancials

Total AUM
$55.5M
Accounts
264
Discretionary
$54.7M
Accounts
260
Non-Discretionary
$800K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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