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Benjamin Pickman Procter

WATERMILL MANAGEMENT COMPANY, LLC·BOSTON, Massachusetts
Unclaimed Profile
321 NEWBURY ST, BOSTON, MA 02115CRD# 6045295Firm CRD# 163370
01

About

Benjamin Pickman Procter is a registered financial advisor based in BOSTON, Massachusetts, affiliated with WATERMILL MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WATERMILL MANAGEMENT COMPANY, LLC
THE WATERMILL GROUP
AUM
$213M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WATERMILL MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Other: MONITORING FEES
Regulatory
SEC/IARD CRD# 6045295
Firm CRD# 163370
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Pickman Procter offer?
Benjamin Pickman Procter specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Benjamin Pickman Procter's credentials?
Benjamin Pickman Procter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Pickman Procter located?
Benjamin Pickman Procter is based in BOSTON, Massachusetts, working with WATERMILL MANAGEMENT COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Benjamin Pickman Procter charge for services?
Benjamin Pickman Procter's firm is compensated through subscription fees, performance-based fees, other: monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERMILL MANAGEMENT COMPANY, LLC?
WATERMILL MANAGEMENT COMPANY, LLC has approximately 16 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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