WATERMARK GROUP, INC.

PRINCETON, New Jersey·8 registered advisors·CRD# 108272
SEC# 801-372580(609) 683-8200
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WATERMARK GROUP, INC.

8 registered advisors
Andrew Marc Okun
PRINCETON, New Jersey
David Cedric Rowntree
PRINCETON, New Jersey
Dougin Algase Walker
PRINCETON, New Jersey
Jesse Evan Lasky
PRINCETON, New Jersey
John Niforatos
PRINCETON, New Jersey
Stephen Walter Modzelewski
PRINCETON, New Jersey
Terence Woolf
PRINCETON, New Jersey
William Gormley Nicolls
PRINCETON, New Jersey
05

Office Locations

PRINCETON, New Jersey
8 advisors

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Data sourced from SEC Form ADV filings. WATERMARK GROUP, INC. (CRD# 108272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.