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Monte Haymon

WATERMILL MANAGEMENT COMPANY, LLC·LEXINGTON, Massachusetts
Unclaimed Profile
750 MARRETT RD., LEXINGTON, MA 02421CRD# 6046299Firm CRD# 163370
01

About

Monte Haymon 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.

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# 6046299
Firm CRD# 163370
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Monte Haymon offer?
Monte Haymon specializes in Retirement Planning. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Monte Haymon's credentials?
Monte Haymon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monte Haymon located?
Monte Haymon 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 Monte Haymon charge for services?
Monte Haymon'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
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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