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WATTS GWILLIAM & COMPANY, LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, Arizona 85295
Tel: 480-889-8998
About WATTS GWILLIAM & COMPANY, LLC
WATTS GWILLIAM & COMPANY, LLC, formally registered with the SEC as WATTS GWILLIAM & COMPANY, LLC. The firm was established in 04/23/2004. They have over 1 offices throughout the country.
WATTS GWILLIAM & COMPANY, LLC is a Gilbert, Arizona based Financial Planning firm with nearly $818,900,000 assets under management, offering retirement planning & investment advisory services to 1152 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131458 |
| SEC# | 801-63078 |
| Assets Managed by Firm | $818,900,000 |
| No. of Clients | 1152 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1152 | $818,900,000 |
| Individuals (other than high net worth individuals) | 24 | $6,900,000 |
| High net worth individuals | 407 | $775,800,000 |
| Pension and profit sharing plans | 7 | $16,100,000 |
| Charitable organizations | 1 | $1,200,000 |
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