W
$80.7M Total AUM
$80.7M Disc. AUM
-- 3Y CAGR
2 Employees
147 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-19-2016
- Office Locations
- 2
Office Locations
-- Copley OH
-- Scottsdale AZ
About Watch Guard Capital LLC
Watch Guard Capital LLC is an Arizona-based RIA serving retail investors with goals-based financial planning and ongoing portfolio management. The firm emphasizes budgeting/savings discipline, debt-reduction planning, and tax-efficient, low-cost investment implementation with an unbiased selection process. Public filings indicate portfolios are primarily ETF-based and custody includes Charles Schwab & Co.
Team overview
38 AVG AGE
$40.4M AVG AUM / ADVISOR
$549.3K AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEPHEN PAUL PALUGA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5739138
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Stark
--
- CRD
- #5851138
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,748,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,748,615 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing