WATERMARK ASSET MANAGEMENT, INC.
CRD #108407 SEC #801-57796 SAN RAMON, CA 925-648-4730
SEC Registered
Total AUM
$408.1M
Discretionary
$408.1M
Employees
10
Clients
51
Accounts
1,146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2019 | $408.1M | $408.1M | $0 | 10 | 0 |
| Mar 2018 | $408.1M | $408.1M | $0 | 10 | 0 |
| Feb 2017 | $345.9M | $345.9M | $0 | 10 | 400 |
| Mar 2016 | $310.4M | $310.4M | $0 | 10 | 400 |
| Dec 2015 | $301.9M | $301.9M | $0 | 11 | 400 |
| Dec 2015 | $301.9M | $301.9M | $0 | 11 | 400 |
| Apr 2015 | $301.9M | $301.9M | $0 | 11 | 400 |
| Dec 2014 | $242.5M | $242.5M | $0 | 9 | 300 |
| Dec 2014 | $242.5M | $242.5M | $0 | 9 | 300 |
| Mar 2014 | $242.5M | $242.5M | $0 | 9 | 300 |
| Sep 2013 | $216.5M | $216.5M | $0 | 7 | 300 |
| Apr 2013 | $216.5M | $216.5M | $0 | 7 | 300 |
| Apr 2013 | $216.5M | $216.5M | $0 | 7 | 300 |
| Jan 2012 | $180.4M | $180.4M | $0 | 1 | 300 |
| Mar 2011 | $150.2M | $150.2M | $0 | 5 | -- |
| Mar 2010 | $126.2M | $126.2M | $0 | 5 | -- |
| Apr 2009 | $98.4M | $98.4M | $0 | 5 | -- |
| Mar 2007 | $101.1M | $101.1M | $0 | 5 | -- |
| Sep 2005 | $58.9M | $58.9M | $0 | 5 | -- |
| Mar 2004 | $48.6M | $48.6M | $0 | 5 | -- |
| May 2002 | $35.2M | $35.2M | $0 | 5 | -- |
| Oct 2001 | $30M | $30M | $0 | 5 | -- |
DateJan 2019
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2017
Total AUM$345.9M
Discretionary$345.9M
Non-Disc.$0
Employees10
Clients400
DateMar 2016
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees10
Clients400
DateDec 2015
Total AUM$301.9M
Discretionary$301.9M
Non-Disc.$0
Employees11
Clients400
DateDec 2015
Total AUM$301.9M
Discretionary$301.9M
Non-Disc.$0
Employees11
Clients400
DateApr 2015
Total AUM$301.9M
Discretionary$301.9M
Non-Disc.$0
Employees11
Clients400
DateDec 2014
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees9
Clients300
DateDec 2014
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees9
Clients300
DateMar 2014
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees9
Clients300
DateSep 2013
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees7
Clients300
DateApr 2013
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees7
Clients300
DateApr 2013
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees7
Clients300
DateJan 2012
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$48.6M
Discretionary$48.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--