Overview
Assets Under Management: $576 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 134
Average Client Assets: $4 million
Frequently Asked Questions
THE WATCHMAN GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133690), THE WATCHMAN GROUP, INC. is subject to fiduciary duty under federal law.
THE WATCHMAN GROUP, INC. is headquartered in PLANO, TX.
THE WATCHMAN GROUP, INC. serves 134 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, THE WATCHMAN GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
THE WATCHMAN GROUP, INC. manages $576 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, THE WATCHMAN GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 958
Discretionary Accounts: 940
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 133690
Last Filing Date: 2025-02-21 00:00:00
Website: https://watchmangroup.com