1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE WATERMILL GROUP

Map pinBOSTON, MA
Phone781-891-6660
NotebookSEC #801-126185
Total AUM
$178.1M
Employees
13
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 NEWBURY ST
SECOND FLOOR
BOSTON
MA 02115
United States
Operating Hours
9-5
Monday - Friday
Phone
781-891-6660

ReceiptFinancials

Total AUM
$178.1M
Accounts
18
Discretionary
$178.1M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
18
AUM
$178.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Performance-Based
Other Compensation
MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account