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Erik Werner Thoresen

JONATHAN D. POND, LLC·NEWTON, Massachusetts
Unclaimed Profile
300 WASHINGTON STREET; ONE GATEWAY CENTER, NEWTON, MA 02458CRD# 4970284Firm CRD# 131395
01

About

Erik Werner Thoresen is a registered financial advisor based in NEWTON, Massachusetts, affiliated with JONATHAN D. POND, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JONATHAN D. POND, LLC
JONATHAN D. POND, LLC
AUM
$346M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JONATHAN D. POND, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Regulatory
SEC/IARD CRD# 4970284
Firm CRD# 131395
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Werner Thoresen offer?
Erik Werner Thoresen specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Erik Werner Thoresen's credentials?
Erik Werner Thoresen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Werner Thoresen located?
Erik Werner Thoresen is based in NEWTON, Massachusetts, working with JONATHAN D. POND, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Erik Werner Thoresen charge for services?
Erik Werner Thoresen's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JONATHAN D. POND, LLC?
JONATHAN D. POND, LLC has approximately 3 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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