The Watchman Group, Inc.

The Watchman Group, Inc. (CRD# 133690) is a financial advisory firm headquartered in Plano, TX. They manage $533,081,617 in 930 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    533
    MILLION
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $573,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, NC, TX, VA

Financial Advisors at The Watchman Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Matthew E. Fitzsimmons
CRD#: 3235326
5045 Lorimar Drive, Suite 200, Plano, TX 75093

Matthew Fitzsimmons (CRD# 3235326) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 24 years of experience in the finance industry.

2
Mark G. Robinson
CRD#: 2613001
5045 Lorimar Drive, Suite 200, Plano, TX 75093

Mark Robinson (CRD# 2613001) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 28 years of experience in the finance industry.

3
James M. Torrey
CRD#: 1507463
5045 Lorimar Drive, Suite 200, Plano, TX 75093

James Torrey (CRD# 1507463) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 37 years of experience in the finance industry.

4
Christopher T. Troseth
CRD#: 1836618
5045 Lorimar Drive, Suite 200, Plano, TX 75093

Christopher Troseth (CRD# 1836618) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 28 years of experience in the finance industry.

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