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THE WATCHMAN GROUP, INC.

5045 Lorimar Drive
Suite 200
Plano, Texas 75093
Tel: 469-241-0122

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About THE WATCHMAN GROUP, INC.

THE WATCHMAN GROUP, INC, formally registered with the SEC as THE WATCHMAN GROUP, INC. The firm was established in 01/14/2005. They have over 1 offices throughout the country.

THE WATCHMAN GROUP, INC. is a Plano, Texas based Financial Planning firm with nearly $576,225,767 assets under management, offering retirement planning & investment advisory services to 958 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133690
SEC#801-63818
Assets Managed by Firm$576,225,767
No. of Clients958
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total958$576,225,767
Individuals (other than high net worth individuals)133$61,161,740
High net worth individuals134$502,529,414
Charitable organizations3$12,534,613

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