WATERMARK GROUP, INC.

CRD 108272 · SEC 801-37258

47 HULFISH STREET, SUITE 201, PRINCETON, NJ, 08542, United States

Phone

(609) 683-8200

Fax

(609) 683-9483

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.82B

Discretionary AUM

$3.82B

Team

22 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	6	$3.82B

Official SEC filing: View on IAPD