Pond, Jonathan Davidson is a large advisory firm based in Newton. It manages $78.83 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and New Hampshire.
Pond, Jonathan Davidson provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pond, Jonathan Davidson is $78.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 104% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pond, Jonathan Davidson for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pond, Jonathan Davidson performs its advisory services is located at 300 Washington Street; One Gateway Center, Newton, MA 02458, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-243-0020 or by fax 617-243-0021. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at jonathanpond.com.