Watermark Asset Management Inc
- Assets, Funds, Holdings
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I'm in the process of updating the data!! apologies for any slow speeds!
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| Watermark Asset Management Inc
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| CRD # | 108407 |
| SEC # | 801-57796 |
| CIK # | 0001706457 |
| AUM |
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| Employees |
10 (70% Investors, 0% Brokers)
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| Phone | 925-648-4730 |
| Address | 2010 Crow Canyon Place
San Ramon, CA 94583 |
| Source |
[IAPD]
[EDGAR]
[Website]
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Total AUM ($MM)
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| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
298
|
95.1 |
| (b) Individuals (high net worth individuals) |
112
|
269.1 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
1.8 |
| (i) State or municipal government entities |
10 |
23.5 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
18.5 |
| (n) Other |
0 |
0.0 |
| Total |
1,146 |
408.1 |
| By Discretionary |
| Discretionary |
1,146 |
408.1 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,146 |
408.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
408.1 |
| Total |
1,146 |
408.1 |
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