FOUR PONDS FINANCIAL PLANNING LLC
Legal name: FOUR PONDS FINANCIAL PLANNING
CRD #142683 SEC #801-121834 MASHPEE, MA 888-285-7705
SEC Registered
Total AUM
$150.2M
Discretionary
$139.4M
Employees
4
Clients
26
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $150.2M | $139.4M | $10.7M | 4 | 25 |
| Feb 2024 | $150.2M | $139.4M | $10.7M | 4 | 25 |
| Aug 2023 | $121.7M | $111.1M | $10.6M | 4 | 27 |
| May 2023 | $121.7M | $111.1M | $10.6M | 4 | 27 |
| Apr 2023 | $121.7M | $111.1M | $10.6M | 4 | 27 |
| Mar 2023 | $121.7M | $111.1M | $10.6M | 3 | 27 |
| Jan 2023 | $121.7M | $111.1M | $10.6M | 3 | 27 |
| Dec 2022 | $114.1M | $101.2M | $12.9M | 3 | 28 |
| Nov 2022 | $114.1M | $101.2M | $12.9M | 3 | 28 |
| Sep 2022 | $114.1M | $101.2M | $12.9M | 2 | 28 |
| Jan 2022 | $114.1M | $101.2M | $12.9M | 2 | 28 |
| Nov 2021 | $103.9M | $90.3M | $13.6M | 2 | 30 |
| Sep 2021 | $103.9M | $90.3M | $13.6M | 1 | 30 |
| Jun 2021 | $103.9M | $90.3M | $13.6M | 1 | 30 |
DateFeb 2024
Total AUM$150.2M
Discretionary$139.4M
Non-Disc.$10.7M
Employees4
Clients25
DateFeb 2024
Total AUM$150.2M
Discretionary$139.4M
Non-Disc.$10.7M
Employees4
Clients25
DateAug 2023
Total AUM$121.7M
Discretionary$111.1M
Non-Disc.$10.6M
Employees4
Clients27
DateMay 2023
Total AUM$121.7M
Discretionary$111.1M
Non-Disc.$10.6M
Employees4
Clients27
DateApr 2023
Total AUM$121.7M
Discretionary$111.1M
Non-Disc.$10.6M
Employees4
Clients27
DateMar 2023
Total AUM$121.7M
Discretionary$111.1M
Non-Disc.$10.6M
Employees3
Clients27
DateJan 2023
Total AUM$121.7M
Discretionary$111.1M
Non-Disc.$10.6M
Employees3
Clients27
DateDec 2022
Total AUM$114.1M
Discretionary$101.2M
Non-Disc.$12.9M
Employees3
Clients28
DateNov 2022
Total AUM$114.1M
Discretionary$101.2M
Non-Disc.$12.9M
Employees3
Clients28
DateSep 2022
Total AUM$114.1M
Discretionary$101.2M
Non-Disc.$12.9M
Employees2
Clients28
DateJan 2022
Total AUM$114.1M
Discretionary$101.2M
Non-Disc.$12.9M
Employees2
Clients28
DateNov 2021
Total AUM$103.9M
Discretionary$90.3M
Non-Disc.$13.6M
Employees2
Clients30
DateSep 2021
Total AUM$103.9M
Discretionary$90.3M
Non-Disc.$13.6M
Employees1
Clients30
DateJun 2021
Total AUM$103.9M
Discretionary$90.3M
Non-Disc.$13.6M
Employees1
Clients30