2730 S. Val Vista Dr.
Suite 124
Gilbert, Arizona 85295
Tel: 480-889-8998
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 $432,908,600 assets under management, offering retirement planning & investment advisory services to 904 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 131458 |
SEC# | 801-63078 |
Assets Managed by Firm | $432,908,600 |
No. of Clients | 904 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 904 | $432,908,600 |
Individuals (other than high net worth individuals) | 50 | $10,576,700 |
High net worth individuals | 317 | $406,511,000 |
Pension and profit sharing plans | 8 | $14,795,700 |
Charitable organizations | 1 | $1,025,200 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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