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Home > Retirement Planners > texas > plano > THE WATCHMAN GROUP, INC.
THE WATCHMAN GROUP, INC.
5045 Lorimar Drive
Suite 200
Plano, Texas 75093
Tel: 469-241-0122
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 Status | Approved |
|---|---|
| Firm CRD# | 133690 |
| SEC# | 801-63818 |
| Assets Managed by Firm | $576,225,767 |
| No. of Clients | 958 |
| No. of Advisors | 8 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 958 | $576,225,767 |
| Individuals (other than high net worth individuals) | 133 | $61,161,740 |
| High net worth individuals | 134 | $502,529,414 |
| Charitable organizations | 3 | $12,534,613 |
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