Overview
Assets Under Management: $408 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 112
Average Client Assets: $2.4 million
Frequently Asked Questions
WATERMARK ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108407), WATERMARK ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
WATERMARK ASSET MANAGEMENT, INC. is headquartered in SAN RAMON, CA.
WATERMARK ASSET MANAGEMENT, INC. serves 112 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, WATERMARK ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WATERMARK ASSET MANAGEMENT, INC. manages $408 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, WATERMARK ASSET MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.95%
Average Client Assets: $2.4 million
Total Client Accounts: 1,146
Discretionary Accounts: 1,146
Regulatory Filings
CRD Number: 108407
Filing ID: 1168650
Last Filing Date: 2018-03-19 20:50:00