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Building 2WATTS GWILLIAM & COMPANY, LLC

Map pinGILBERT, AZ
Phone480-889-8998
NotebookSEC #801-63078
Total AUM
$1B
Employees
9
Clients
514

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2730 S. VAL VISTA DR.
SUITE 124
GILBERT
AZ 85295
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
480-889-8998

ReceiptFinancials

Total AUM
$1B
Accounts
1,208
Discretionary
$1B
Accounts
1,205
Non-Discretionary
$406.4K
Accounts
3

ContactClients

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Individual Clients
45
AUM
$8.1M
HNW Individual Clients
458
AUM
$973.2M
Pooled Vehicle Clients
4
AUM
$19.5M
Pension/Profit Sharing Plan Clients
6
AUM
$29.9M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMAMIMNNCNMNVNYPASCTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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