Watchman Steward, Inc.
Watchman Steward, Inc. (CRD# 149989) is a financial advisory firm headquartered in Edgewater, FL. They manage $3,100,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$110,714
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
James Moncrief (CRD# 5654336) is an Investment Advisor Representative working at Watchman Steward, Inc. in Edgewater, FL and has over 8 years of experience in the finance industry.