JONATHAN D. POND, LLC

NEWTON, Massachusetts·2 registered advisors·CRD# 131395
SEC# 801-662290617-243-0020
01

Firm Overview

AUM
$346M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JONATHAN D. POND, LLC

2 registered advisors
Erik Werner Thoresen
NEWTON, Massachusetts
Jonathan Davidson Pond
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. JONATHAN D. POND, LLC (CRD# 131395) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.