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Building 2WATERMARK ASSET MANAGEMENT, INC.

Map pinSAN RAMON, CA
Phone925-648-4730
NotebookSEC #801-57796
Total AUM
$408.1M
Employees
10
Clients
422

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2010 CROW CANYON PLACE
STE. 210
SAN RAMON
CA 94583
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
925-648-4730
Other Offices
1

ReceiptFinancials

Total AUM
$408.1M
Accounts
1,146
Discretionary
$408.1M
Accounts
1,146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
298
AUM
$95.1M
HNW Individual Clients
112
AUM
$269.1M
Charitable Organization Clients
1
AUM
$1.8M
Government Entity Clients
10
AUM
$23.5M
Corporation or Business Clients
1
AUM
$18.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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