WATTS GWILLIAM & COMPANY, LLC

GILBERT, Arizona·3 registered advisors·CRD# 131458
SEC# 801-630780480-889-8998
01

Firm Overview

AUM
$605M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at WATTS GWILLIAM & COMPANY, LLC

3 registered advisors
Daniel Bradford Gwilliam
GILBERT, Arizona
David Bruce Watts
GILBERT, Arizona
Jeffrey Stephen Watts
GILBERT, Arizona
05

Office Locations

GILBERT, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. WATTS GWILLIAM & COMPANY, LLC (CRD# 131458) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.