OVERWATCH ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
OXFORD, Michigan
CRD number
316055
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Overwatch Advisors, LLC operates as a limited liability company and focuses on providing investment advisory services. The firm is structured to charge fees based on a percentage of assets under management. While it does not classify itself under a specific category, it engages in various advisory activities. Overwatch Advisors does not actively pursue ESG investments and is not recognized as a multi-state adviser. The firm has not disclosed any affiliations or specific business activities, indicating a more private approach to its operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PETER FRAWLEY

    Senior Vice President, InvestmentsCRD 4827671

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OXFORD, MI

OAKLAND

Location

OXFORD, MI

Headquartered in OXFORD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
837 S Lapeer Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth