FOUR PONDS FINANCIAL PLANNING LLC

FOUR PONDS FINANCIAL PLANNING
MASHPEE, Massachusetts·1 registered advisor·CRD# 142683
SEC# 801-1218345888-285-7705
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FOUR PONDS FINANCIAL PLANNING LLC

1 registered advisor
David Joseph Mcpherson
MASHPEE, Massachusetts
05

Office Locations

MASHPEE, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. FOUR PONDS FINANCIAL PLANNING LLC (CRD# 142683) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.