Overview
Assets Under Management: $576 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 134
Average Client Assets: $4 million
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