Watchman is an investment advisor in Plano with $505.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201803822
SEC advisor number
801-63818
FINRA CRD number
133690
AUM ?
$505.86 mm
(as of 7 Mar 22)
Accounts
243
(as of 7 Mar 22)
Employees
7
(4 investment advisory or research)
Address
Watchman
5045 LORIMAR DR
SUITE 200
PLANO
TX 75093-5739
5045 LORIMAR DR
SUITE 200
PLANO
TX 75093-5739
Office hours
Monday - Friday, 8:30 - 5:00 CT
Phone
469-241-0122
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Robinson, Mark, Glenhelm | President / Chief Compliance Officer | 10/2004 | > 75% |
Fitzsimmons, Matthew, Edward | Shareholder | 02/2021 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21