Assets Under Management
$818.9M
Number of Clients
443
Number of Advisors
10
Average Client AUM
$1.8M
AUM per Advisor
$81.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Watts Gwilliam & Company LLC offers investment supervisory services through ongoing portfolio management. They assess client needs, goals, risk appetite, and time horizon to allocate assets. They also provide financial planning advice on retirement, education, and estate planning. The firm manages assets on a discretionary basis.
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295