|
⚲
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| The Watchman Group Inc
✚
| |
|---|---|
| CRD # | 133690 |
| SEC # | 801-63818 |
| CIK # | 0001748726 |
| AUM | $533.1 MM (2024-03-08) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 469-241-0122 |
| Address | 5045 Lorimar Drive Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 7.0 | |
| SYK | 74,798.9 | 5.9 | |
| INTU | 108,963.5 | 5.4 | |
| GOOG | 1,482,566.4 | 5.1 | |
| LOW | 111,668.6 | 5.0 | |
| CASY | 7,081.0 | 4.9 | |
| APH | 38,646.8 | 4.8 | |
| GD | 61,231.2 | 4.7 | |
| V | 419,260.5 | 4.6 | |
| UFPI | 4,226.4 | 4.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 49.4 |
| (b) Individuals (high net worth individuals) | 127 | 469.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 14.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 533.1 |
| By Discretionary | ||
| Discretionary | 930 | 533.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 930 | 533.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 533.1 | |
| Total | 930 | 533.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001748726] |
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|---|---|---|
|
Stablepoint Partners LLC
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|
MA | 0.5 |
|
BKM Wealth Management LLC
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WI | 0.5 |
|
Keystone Wealth Services LLC
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0.5 | |
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Morse Asset Management Inc
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Little House Capital LLC
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MA | 0.5 |
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Custos Family Office LLC
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TX | 0.5 |
|
Traveka Wealth LLC
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|
CA | 0.5 |
|
The Patten Group Inc
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|
TN | 0.5 |