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THE WATCHMAN GROUP, INC.

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

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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

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

Firm CRD#:

133690

SEC#:

801-63818

No. of Clients:

958

Assets under Management

$576,225,767

No. of Advisors:

8

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