Watermark Asset Management Inc

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Assets, Funds, Holdings

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CAFR Data
Watermark Asset Management Inc
CRD #108407
SEC #801-57796
CIK #
AUM $408.1 MM (100% Disc, 100% US)
Employees10 (70% Investors, 0% Brokers)
Phone925-648-4730
Address2010 Crow Canyon Place
San Ramon, CA 94583
Source [IAPD] [Website]
Total AUM ($MM)
4103282461648202000200620132020
Sector Holding Cap ($MM) Value ($MM)
IVV45.8
AGG37.6
VEA21.8
IJH13.9
SCHB12.1
VWO10.2
IJR9.8
VTI8.9
SCHZ6.2
SCHF5.9
View All
Holdings by Sector ($)
0.30.20.20.10.10.02017201720182019
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