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Building 2WATERMARK PARTNERS LLC

Map pinSAUSLITO, CA
Phone415-289-0745
NotebookSEC #801-56019
Total AUM
$11.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
670 BRIDGEWAY
SAUSLITO
CA 94965
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-289-0745

ReceiptFinancials

Total AUM
$11.1M
Accounts
44
Discretionary
$11.1M
Accounts
44
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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