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).
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Total Assets Under Management533MILLION
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Total Number of Accounts930ACCOUNTS
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Average Account Value$573,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, GA, LA, NC, TX, VA
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.
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.
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.
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.