WATERMARK GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$3,819,642,922
Discretionary
$3,819,642,922
Non-discretionary
$0
Firm details
- CRD number
- 108272
- SEC file number
- 801-37258
- Main office
- PRINCETON, NJ, United States
- Employees
- 22
- SEC status
- Approved
- Website
- HTTP://WWW.WATERMARKGROUP.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.