firm profile
Watermark Group, Inc.
Overview
Watermark Group, Inc. is an SEC registered investment adviser based in Princeton, NJ, registered since 1990. It reports $3.8B in assets under management across 6 accounts, with 22 employees.
- Reported AUM
- $3.8B
- Discretionary
- 100%
- Accounts
- 6
- Employees
- 22
- Registered since
- 1990
- Jurisdictions
- 1
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 7
- Andrew Marc Okun President CRD 1100446
- Terence Woolf Chief Compliance Officer CRD 5286848
- Thomas Anthony Cuomo Chief Financial Officer CRD 8069843
4 more executive officers, with direct contact details
Location
- Headquarters
- 47 Hulfish St Ste 201
Princeton, NJ 08542 - County
- Mercer
- Metro area
- Trenton-Princeton, NJ
- Region
- Northeast
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: watermarkgroup.com
Every state, with registration dates
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