Overview
Assets Under Management: $150 million
Headquarters: MASHPEE, MA
High-Net-Worth Clients: 58
Average Client Assets: $2.0 million
Frequently Asked Questions
FOUR PONDS FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142683), FOUR PONDS FINANCIAL PLANNING is subject to fiduciary duty under federal law.
FOUR PONDS FINANCIAL PLANNING is headquartered in MASHPEE, MA.
FOUR PONDS FINANCIAL PLANNING serves 58 high-net-worth clients according to their SEC filing dated February 19, 2024. View client details ↓
According to their SEC Form ADV, FOUR PONDS FINANCIAL PLANNING offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FOUR PONDS FINANCIAL PLANNING manages $150 million in client assets according to their SEC filing dated February 19, 2024.
According to their SEC Form ADV, FOUR PONDS FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.07%
Average Client Assets: $2.0 million
Total Client Accounts: 405
Discretionary Accounts: 397
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 142683
Filing ID: 1829245
Last Filing Date: 2024-02-19 15:31:00