Overview
Assets Under Management: $284 million
Headquarters: NEWTON, MA
High-Net-Worth Clients: 92
Average Client Assets: $2.4 million
Frequently Asked Questions
JONATHAN D. POND, LLC 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 #131395), JONATHAN D. POND, LLC is subject to fiduciary duty under federal law.
JONATHAN D. POND, LLC is headquartered in NEWTON, MA.
JONATHAN D. POND, LLC serves 92 high-net-worth clients according to their SEC filing dated March 06, 2018. View client details ↓
According to their SEC Form ADV, JONATHAN D. POND, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
JONATHAN D. POND, LLC manages $284 million in client assets according to their SEC filing dated March 06, 2018.
According to their SEC Form ADV, JONATHAN D. POND, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.04%
Average Client Assets: $2.4 million
Total Client Accounts: 946
Discretionary Accounts: 946
Regulatory Filings
CRD Number: 131395
Filing ID: 1186062
Last Filing Date: 2018-03-06 09:40:00