5045 Lorimar Drive
Suite 200
Plano, Texas 75093
Tel: 469-241-0122
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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