Watch Guard Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 284719
- Website
- www.watchguardcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.37%
- Individuals47.63%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Watch Guard Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements are flexible, including a percentage-of-AUM fee schedule alongside hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Stephen Paluga
CEOCRD 5739138
Contacts
1 of 1
Robert Stark
Investment Advisor RepresentativeCRD 5851138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
CJW Capital, LLC
RIAIndependence Wealth
RIAVoorhees, NJ
Heintz Wealth Management, LLC
RIALakeshore Advisors
RIAWinter Park, FL
Hinman Financial Planning, Inc.
RIAErie, CO
Axio Consulting Group
RIAWest Columbia, SC