Watermark Asset Management, Inc.

Watermark Asset Management, Inc.

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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Current fund size
$ 301,890,000
Description
Watermark Asset Management is a Danville, California based investment advisor offering inheritance, retirement and general financial planning services to high net worth individuals. Established in 1997 by Mark Miller, the firm offers a fee-only practice w
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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