THE WATERMILL GROUP

321 Newbury St
Second Floor
Boston, Massachusetts 02115
Tel: 781-891-6660

About THE WATERMILL GROUP

THE WATERMILL GROUP, formally registered with the SEC as THE WATERMILL GROUP. The firm was established in 07/22/2022. They have over 1 offices throughout the country.

THE WATERMILL GROUP is a Boston, Massachusetts based Financial Planning firm with nearly $212,874,753 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163370
SEC#	801-126185
Assets Managed by Firm	$212,874,753
No. of Clients	15
No. of Advisors	16

Fee Structure

Fixed fees
Performance Based
Other (MONITORING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$212,874,753

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