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Building 2WATERMARK GROUP, INC.

Map pinPRINCETON, NJ
Phone(609) 683-8200
NotebookSEC #801-37258
Total AUM
$3.8B
Employees
22
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 HULFISH STREET
SUITE 201
PRINCETON
NJ 08542
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(609) 683-8200

ReceiptFinancials

Total AUM
$3.8B
Accounts
6
Discretionary
$3.8B
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$3.8B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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