Watson Management Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
137908
Registered since
April 18, 2006

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Schilling

    Michael Schilling

    Chief Compliance OfficerCRD 2609624

Contacts

1 of 1
  • Patrick Watson

    PresidentCRD 3261927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth