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THE WATCHMAN GROUP, INC.
CRD 133690 · SEC 801-63818
5045 LORIMAR DRIVE, SUITE 200, PLANO, TX, 75093, United States
Phone
469-241-0122
Fax
469-718-0443
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$639.7M
Discretionary AUM
$633.6M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $50.4M |
| High net worth individuals | 144 | $582.5M |
| Charitable organizations | 3 | $4.1M |
| Other investment advisers | 2 | $2.7M |
States served
CA, CO, GA, LA, NC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD