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Building 2THE WATCHMAN GROUP, INC.

Map pinPLANO, TX
Phone469-241-0122
NotebookSEC #801-63818
Total AUM
$639.7M
Employees
8
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5045 LORIMAR DRIVE
SUITE 200
PLANO
TX 75093
United States
Operating Hours
8:30 - 5:00 CT
Monday - Friday
Phone
469-241-0122

ReceiptFinancials

Total AUM
$639.7M
Accounts
1,128
Discretionary
$633.6M
Accounts
1,100
Non-Discretionary
$6.2M
Accounts
28

ContactClients

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Individual Clients
117
AUM
$50.4M
HNW Individual Clients
144
AUM
$582.5M
Charitable Organization Clients
3
AUM
$4.1M
Investment Advisor Clients
2
AUM
$2.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALANCNHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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