RIA Intelligence

WATERMARK PARTNERS LLC

CRD #109324 SEC #801-56019 SAUSLITO, CA 415-289-0745
SEC Registered
Total AUM
$15.8M
Discretionary
$15.8M
Employees
5
Clients
10
Accounts
14

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 8, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEMMERT, JAMES, EDMUNDIMANAGING PARTNERE Control
DEMMERT, JAMES, EDMUNDIMANAGING PARTNERE Control
DEMMERT, JAMES, EDMUNDIMANAGING PARTNERE Control
DEMMERT, JAMES, EDMUNDIMANAGING PARTNERE Control
STERN, TAMRA, ANNIPARTNERB
STERN, TAMRA, ANNIPARTNERB
STERN, TAMRA, ANNIPARTNER - CHIEF COMPLIANCE OFFICERB
STERN, TAMRA, ANNIPARTNERB

Registrations

Federal

IA
Nov 8, 2005 REGISTERED

Notice Filings (1)

CA

Address

670 BRIDGEWAY
SAUSLITO, CA 94965
USA
Phone: 415-289-0745