Unclaimed Profile

Andrew Marc Okun

WATERMARK GROUP, INC.·PRINCETON, New Jersey

Clean recordWATERMARK GROUP, INC.

47 HULFISH STREET, PRINCETON, NJ 08542CRD# 1100446Firm CRD# 108272

Profile Verification

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

Identity

Andrew Marc Okun · PRINCETON, NJ

Registration

CRD #1100446 · WATERMARK GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Marc Okun is a registered financial advisor based in PRINCETON, New Jersey, affiliated with WATERMARK GROUP, INC.. 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

WATERMARK GROUP, INC.

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WATERMARK GROUP, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1100446

Firm CRD# 108272

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Marc Okun offer?

Andrew Marc Okun specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.

What are Andrew Marc Okun's credentials?

Andrew Marc Okun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Marc Okun located?

Andrew Marc Okun is based in PRINCETON, New Jersey, working with WATERMARK GROUP, INC.. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does Andrew Marc Okun charge for services?

Andrew Marc Okun's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATERMARK GROUP, INC.?

WATERMARK GROUP, INC. has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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