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 is organized as a limited liability company and operates as an independent registered investment adviser owned by an individual. The firm charges clients on a percentage-of-assets-under-management basis. The available dataset does not list an SEC registration year, indicates the adviser is not a multistate adviser, and flags that it is not an active ESG investor or a capital allocator. There is no detail provided about the firm's client segments, specific advisory services, or business activities.

Assets & Accounts

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

    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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