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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