Michael Pond

Ancorato

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Ancorato

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

2,367 clients

Average Client Portfolio

$102K average

Assets Under Management

$240.3M

Fee Structure

Financial Planning:Investment management only

Location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ancorato

November 2024 - Present · 1 yr 3 mos

Legacy Wealth Management, LLC

February 2024 - Present · 2 yrs

State Registrations2 states

FLID

Advisor

Exams

No exam information available for this advisor.