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Daniel Bradford Gwilliam

WATTS GWILLIAM & COMPANY, LLC·GILBERT, Arizona
Unclaimed Profile
2730 S. VAL VISTA DR., GILBERT, AZ 85295CRD# 2916314Firm CRD# 131458
01

About

Daniel Bradford Gwilliam is a registered financial advisor based in GILBERT, Arizona, affiliated with WATTS GWILLIAM & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WATTS GWILLIAM & COMPANY, LLC
WATTS GWILLIAM & COMPANY, LLC
AUM
$605M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WATTS GWILLIAM & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2916314
Firm CRD# 131458
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Bradford Gwilliam offer?
Daniel Bradford Gwilliam specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GILBERT, Arizona for a consultation.
What are Daniel Bradford Gwilliam's credentials?
Daniel Bradford Gwilliam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Bradford Gwilliam located?
Daniel Bradford Gwilliam is based in GILBERT, Arizona, working with WATTS GWILLIAM & COMPANY, LLC. Their office serves clients in the GILBERT metropolitan area and surrounding communities.
How does Daniel Bradford Gwilliam charge for services?
Daniel Bradford Gwilliam's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATTS GWILLIAM & COMPANY, LLC?
WATTS GWILLIAM & COMPANY, LLC has approximately 10 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GILBERT
Jeffrey Stephen Watts — WATTS GWILLIAM & COMPANY, LLCDavid Bruce Watts — WATTS GWILLIAM & COMPANY, LLCVearle Martineau Jones — VM JONES FINANCIAL CONSULTING, L.L.C.Jeffrey Louis Pettiford — WINDOW ROCK CAPITAL PARTNERS LLCJason Ryan Jonas — WINDOW ROCK CAPITAL PARTNERS LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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