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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