Watchman Steward, Inc.
Watchman Steward, Inc. (CRD# 149989) is a financial advisory firm headquartered in New Smyrna Beach, FL. They manage $4,400,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$191,304
- 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 New Smyrna Beach, FL and has over 9 years of experience in the finance industry.