THE WATERMILL GROUP

Tel: 781-891-6660

321 Newbury St
Second Floor
Boston, Massachusetts 02115

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THE WATERMILL GROUP

THE WATERMILL GROUP is a Boston, Massachusetts based financial advisory firm with nearly $212,874,753 in assets under management and provides investment advisory services for 15 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

Fixed fees, Performance Based, Other (MONITORING FEE

Firm CRD#:

163370

SEC#:

801-126185

No. of Clients:

Assets under Management

$212,874,753

No. of Advisors:

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THE WATERMILL GROUP

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THE WATERMILL GROUP

General Information

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