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Watts Gwilliam & Company, Llc

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

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Watts Gwilliam & Company, Llc

Watts Gwilliam & Company, Llc is a Gilbert, Arizona based financial advisory firm with nearly $$438,623,742 in assets under management and provides investment advisory services for 811 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Businesses, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

131458

SEC#:

801-63078

No. of Clients:

811

Assets under Management

$438,623,742

No. of Advisors:

9

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