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WATTS GWILLIAM & COMPANY, LLC
Tel: 480-889-8998
2730 S. Val Vista Dr. Suite 124
Gilbert, Arizona 85295
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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