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Barbara Louise Miller

WATERMARK ASSET MANAGEMENT, INC.·SAN RAMON, California
Unclaimed Profile
2010 CROW CANYON PLACE, SAN RAMON, CA 94583CRD# 4371279Firm CRD# 108407
01

About

Barbara Louise Miller is a registered financial advisor based in SAN RAMON, California, affiliated with WATERMARK ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERMARK ASSET MANAGEMENT, INC.
WATERMARK ASSET MANAGEMENT, INC.
AUM
$408M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WATERMARK ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4371279
Firm CRD# 108407
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Louise Miller offer?
Barbara Louise Miller specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Barbara Louise Miller's credentials?
Barbara Louise Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Louise Miller located?
Barbara Louise Miller is based in SAN RAMON, California, working with WATERMARK ASSET MANAGEMENT, INC.. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Barbara Louise Miller charge for services?
Barbara Louise Miller's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERMARK ASSET MANAGEMENT, INC.?
WATERMARK ASSET MANAGEMENT, INC. has approximately 10 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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