FOUR PONDS FINANCIAL PLANNING LLC

FOUR PONDS FINANCIAL PLANNING LLC of MASHPEE, MA is an SEC-registered investment adviser (CRD 142683). Regulatory assets under management: $150.2M.

Registration

• CRD: 142683
• SEC file number: 801-121834
• Type: Registered investment adviser
• Location: 13 STEEPLE STREET, SUITE 203, MASHPEE, MA, 02649
• Phone: 888-285-7705
• Latest filing: 2024-02-19
• Regulatory AUM: $150.2M
• Discretionary AUM: $139.4M
• Non-discretionary AUM: $10.7M
• Clients: 4
• Accounts: 405

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 142683 on SEC IAPD (source of record)
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