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Home > Retirement Planners > new jersey > princeton > WATERMARK GROUP, INC.
WATERMARK GROUP, INC.
47 Hulfish Street
Suite 201
Princeton, New Jersey 08542
Tel: (609) 683-8200
About WATERMARK GROUP, INC.
WATERMARK GROUP, INC, formally registered with the SEC as WATERMARK GROUP, INC. The firm was established in 08/08/1990. They have over 1 offices throughout the country.
WATERMARK GROUP, INC. is a Princeton, New Jersey based Financial Planning firm with nearly $2,569,459,634 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108272 |
| SEC# | 801-37258 |
| Assets Managed by Firm | $2,569,459,634 |
| No. of Clients | 6 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $2,569,459,634 |
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