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The Watchman Group, Inc.

● SEC registered since 2005CRD 133690SEC# 801-63818Plano, TX
Export (members)
Reg. AUM
$576.2M
Employees
8
Accounts
958
Location
Plano, TX

The Watchman Group, Inc. assets under management

The Watchman Group, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2005. It reports $576.2 million in regulatory assets under management and employs 8 people.
www.watchmangroup.comView on SEC.gov ↗

The Watchman Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mark Glenhelm Robinson ControlPresident / Chief Compliance OfficerOver 75%2004
Matthew Edward FitzsimmonsShareholder10-25%2021

Frequently asked questions

How much does The Watchman Group, Inc. manage?

The Watchman Group, Inc. reports $576.2 million in regulatory assets under management on its Form ADV.

How many employees does The Watchman Group, Inc. have?

The Watchman Group, Inc. reports 8 employees.

Where is The Watchman Group, Inc. located?

The Watchman Group, Inc. is based in Plano, TX and has been SEC-registered since 2005.

Does The Watchman Group, Inc. disclose fund performance?

The Watchman Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5045 Lorimar Drive, Suite 200, Plano, TX 75093
Phone469-241-0122
Fax469-718-0443
Office hours8:30 - 5:00 Ct
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$564.9M
Non-discretionary$11.3M
Total (RAUM)$576.2M