THE WATCHMAN GROUP, INC.
Tel: 469-241-0122 5045 Lorimar Drive Suite 200 Plano, Texas 75093
About THE WATCHMAN GROUP, INC.
THE WATCHMAN GROUP, INC. is a Plano, Texas based financial advisory firm with nearly $576,225,767 in assets under management and provides investment advisory services for 958 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
133690
Firm SEC#:
801-63818
Assets Under Management:
$576,225,767
No. of Clients:
958
No. of Advisors:
8
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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