$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
2 Employees
127 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2022
- Office Locations
- 1
Office Locations
2301 Stearman DR Chandler AZ
About Overwatch Management
Overwatch Financial (OverWATCH Management) is a Chandler, AZ advisory firm focused on retirement planning and helping clients navigate key “what-ifs,” including health care and long-term care considerations. The team delivers personalized financial and investment planning, portfolio construction, and risk management through one-on-one meetings, and custodies through Altruist.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$9.7K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KEVIN RAY GOODWIN
Chief Compliance Officer, Chief Executive Officer, Financial Professional
- CRD
- #4887361
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,237,567 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,237,567 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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