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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
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Watermark Asset Management Inc
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| CRD # | 108407 |
| SEC # | 801-57796 |
| CIK # | |
| AUM | $408.1 MM (100% Disc, 100% US) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 925-648-4730 |
| Address | 2010 Crow Canyon Place San Ramon, CA 94583 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IVV | 45.8 | ||
| AGG | 37.6 | ||
| VEA | 21.8 | ||
| IJH | 13.9 | ||
| SCHB | 12.1 | ||
| VWO | 10.2 | ||
| IJR | 9.8 | ||
| VTI | 8.9 | ||
| SCHZ | 6.2 | ||
| SCHF | 5.9 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
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MN | 0.4 |
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CA | 0.4 |
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ME | 0.4 |
|
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LA | 0.4 |
|
Lincoln Blynken & NODD Inc
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AZ | 0.4 |
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Seabridge Investment Advisors LLC
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|
NJ | 0.4 |
|
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✚
|
OR | 0.4 |
|
Optima Asset Management Inc
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|
TX | 0.4 |