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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 $818,900,000 in assets under management and provides investment advisory services for 1152 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

131458

SEC#:

801-63078

No. of Clients:

1152

Assets under Management

$818,900,000

No. of Advisors:

9

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