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Andrew Marc Okun

WATERMARK GROUP, INC.·PRINCETON, New Jersey
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47 HULFISH STREET, PRINCETON, NJ 08542CRD# 1100446Firm CRD# 108272
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WATERMARK GROUP, INC.
WATERMARK GROUP, INC.
AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at WATERMARK GROUP, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1100446
Firm CRD# 108272
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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