Unclaimed Profile

Dale Okonow

WATERMILL MANAGEMENT COMPANY, LLC·LEXINGTON, Massachusetts

Clean recordWATERMILL MANAGEMENT COMPANY, LLC

750 MARRETT RD., LEXINGTON, MA 02421CRD# 6045289Firm CRD# 163370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale Okonow · LEXINGTON, MA

Registration

CRD #6045289 · WATERMILL MANAGEMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dale Okonow is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with WATERMILL MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WATERMILL MANAGEMENT COMPANY, LLC

THE WATERMILL GROUP

AUM

$213M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WATERMILL MANAGEMENT COMPANY, LLC →

Services

Pension consulting

Background

Compensation

Subscription fees

Performance-based fees

Other: MONITORING FEES

Regulatory

SEC/IARD CRD# 6045289

Firm CRD# 163370

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dale Okonow offer?

Dale Okonow specializes in Retirement Planning. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Dale Okonow's credentials?

Dale Okonow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dale Okonow located?

Dale Okonow is based in LEXINGTON, Massachusetts, working with WATERMILL MANAGEMENT COMPANY, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Dale Okonow charge for services?

Dale Okonow'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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