Watson Management Associates, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 137908
- Registered since
- April 18, 2006
Firm profile
FINTRXOverview
Watson Management Associates, LLC is organized as a limited liability company and has been registered with the SEC since 2006. The ownership is listed as individual and the firm is categorized as "Unclassified" in the available record. The snapshot data flags it as not serving as a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser. The firm did not disclose specifics about its client segments, fee arrangements, core business activities, or the nature of its advisory services in the source material reviewed.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Schilling
Chief Compliance OfficerCRD 2609624
Contacts
1 of 1Patrick Watson
PresidentCRD 3261927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 161 Grand St
- Time zone
- ET (UTC-5)
- Office locations
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