The Watchman Group

EST. AUM
$639,740,168

CONTACTS
4

CLIENT ACCOUNTS
1,128

Firm Details

Metro area Dallas
CRD Number 133690
Website watchmangroup.com
Client types

Overview

The Watchman Group, established in 2004 by Mark Robinson, is a financial advisory firm providing services in financial planning and investment management. The firm incorporates tax strategies into its approach to support client financial objectives. Named after historic night watchmen, the firm operates as a fiduciary, adhering to a standard of care focused on client interests. It marked 15 years of service in 2019.

Platform Details

Investment Preferences

Alternative Activity