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OVERWATCH MANAGEMENT
OVERWATCH MANAGEMENT GROUP LLC
CRD 323450
2301 STEARMAN DR, CHANDLER, AZ, 85286, United States
Phone
480-565-6635
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$1.0M
Discretionary AUM
$1.0M
Team
2 total employees; 1 advisory reps; 59 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-07-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $1.0M |
| Corporations/business entities | 1 | $50 |
All web addresses on file
Official SEC filing: View on IAPD