WATTS GWILLIAM & COMPANY, LLC

WATTS GWILLIAM & COMPANY, LLC of GILBERT, AZ is an SEC-registered investment adviser (CRD 131458). Regulatory assets under management: $1.0B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (8)

NameRoleLocation
Daniel Bradford GwilliamMEMBERGilbert, AZ
Jeffrey Stephen WattsMEMBER, CHIEF COMPLIANCE OFFICERGilbert, AZ
David Bruce WattsMEMBER
WATTS JEFFREY STEPHENCHIEF COMPLIANCE OFFICER; MEMBER; MEMBER/CCO (+1 more)
GWILLIAM DANIEL BRADFORDMEMBER
WATTS DAVID BRUCEMEMBER
IANNARELLI ROSS ANTHONYMEMBER
GWILLIAM RHONDA JOMANAGING MEMBER

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