WATERMARK GROUP, INC.

Tel: (609) 683-8200

47 Hulfish Street
Suite 201
Princeton, New Jersey 08542

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WATERMARK GROUP, INC.

WATERMARK GROUP, INC. is a Princeton, New Jersey based financial advisory firm with nearly $2,569,459,634 in assets under management and provides investment advisory services for 6 clients. There are currently 21 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

108272

SEC#:

801-37258

No. of Clients:

Assets under Management

$2,569,459,634

No. of Advisors:

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WATERMARK GROUP, INC.

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WATERMARK GROUP, INC.

General Information

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