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WATERMILL MANAGEMENT COMPANY, LLC
WATERMILL MANAGEMENT COMPANY, LLC
THE WATERMILL GROUP
BOSTON, Massachusetts
·
9 registered advisors
·
CRD# 163370
SEC# 801-126185
0
781-891-6660
01
Firm Overview
AUM
$213M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Subscription fees
Performance-based fees
Other: MONITORING FEES
03
Specialties
Retirement Planning
04
Advisors at WATERMILL MANAGEMENT COMPANY, LLC
9 registered advisors
Benjamin Pickman Procter
BOSTON, Massachusetts
CRD# 6045295
Dale Okonow
LEXINGTON, Massachusetts
CRD# 6045289
Julia Karol
BOSTON, Massachusetts
CRD# 6766528
Michael Choukas
LEXINGTON, Massachusetts
CRD# 6045839
Michael Edward Fuller
LEXINGTON, Massachusetts
CRD# 2663772
Monte Haymon
LEXINGTON, Massachusetts
CRD# 6046299
Robert Ackerman
LEXINGTON, Massachusetts
CRD# 6045835
Steven Edward Karol
BOSTON, Massachusetts
CRD# 6045246
Timothy Eburne
LEXINGTON, Massachusetts
CRD# 6045257
05
Office Locations
LEXINGTON, Massachusetts
6 advisors
BOSTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. WATERMILL MANAGEMENT COMPANY, LLC (CRD# 163370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.