WATERMARK ASSET MANAGEMENT, INC.

SAN RAMON, California·3 registered advisors·CRD# 108407
SEC# 801-577961925-648-4730
01

Firm Overview

AUM
$408M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATERMARK ASSET MANAGEMENT, INC.

3 registered advisors
Barbara Louise Miller
SAN RAMON, California
Mark Irwin Miller
SAN RAMON, California
Rosanne Costello
SAN RAMON, California
05

Office Locations

SAN RAMON, California
3 advisors

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Data sourced from SEC Form ADV filings. WATERMARK ASSET MANAGEMENT, INC. (CRD# 108407) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.