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WATTS GWILLIAM & COMPANY, LLC

2730 S. Val Vista Dr.
Suite 124
Gilbert, Arizona 85295
Tel: 480-889-8998

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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 $432,908,600 assets under management, offering retirement planning & investment advisory services to 904 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#131458
SEC#801-63078
Assets Managed by Firm$432,908,600
No. of Clients904
No. of Advisors9

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total904$432,908,600
Individuals (other than high net worth individuals)50$10,576,700
High net worth individuals317$406,511,000
Pension and profit sharing plans8$14,795,700
Charitable organizations1$1,025,200

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