Shareholder · The Watchman Group, Inc.
Matthew E. Fitzsimmons
CRD 3235326 · Named on Form ADV at one SEC-registered adviser
At a glance
The Watchman Group, Inc., an SEC-registered wealth manager based in Plano, TX with $640 million in regulatory assets, lists Matthew E. Fitzsimmons on its Form ADV as Shareholder.
Firms and roles
- The Watchman Group, Inc.ShareholderWealth manager · Plano, TX · $640M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mark G. RobinsonPresident / Chief Compliance Officer, The Watchman Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.