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 under individual ownership. Available records supply only a handful of firm descriptors rather than a business narrative, so there is little public detail about its target clients, service model, or investment approach. The firm is listed as "unclassified" in the source data and is not identified as a capital allocator. It does not report active ESG investing, multi-state advisory operations, pension consulting, or a designation as a related adviser. Several common profile items—fee structure, advisory activities, and client base—are not specified in the provided information. Because substantive disclosures about portfolio construction, product use, or client segmentation are absent from the source, there is insufficient detail to characterize how Watson Management Associates sources managers, uses public equities or ETFs, or employs alternative investments.
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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