Watts Gwilliam & Company, LLC

Watts Gwilliam & Company, LLC (CRD# 131458) is a financial advisory firm headquartered in Gilbert, AZ. They manage $586,567,642 in 984 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295
http://www.wattsgwilliam.com
By the Numbers
  • Total Assets Under Management
    587
    MILLION
  • Total Number of Accounts
    984
    ACCOUNTS
  • Average Account Value
    $596,105
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MI, NM, SC, TX, UT, WA

Financial Advisors at Watts Gwilliam & Company, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey Fryer, financial advisor Gilbert AZ
Jeffrey A. Fryer
CRD#: 2444169
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295

Jeffrey Fryer (CRD# 2444169) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 24 years of experience in the finance industry.

2
Daniel Gwilliam, financial advisor Gilbert AZ
Daniel B. Gwilliam
CRD#: 2916314
2730 S. Val Vista Dr., Ste 124, Gilbert, AZ 85296

Daniel Gwilliam (CRD# 2916314) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 26 years of experience in the finance industry.

3
Alan Jacobs, financial advisor Gilbert AZ
Alan M. Jacobs
CRD#: 4267600
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295

Alan Jacobs (CRD# 4267600) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 23 years of experience in the finance industry.

4
Jonathan Vest, financial advisor Gilbert AZ
Jonathan M. Vest
CRD#: 5463656
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295

Jonathan Vest (CRD# 5463656) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 16 years of experience in the finance industry.

5
David Watts, financial advisor Gilbert AZ
David B. Watts
CRD#: 3095023
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85296

David Watts (CRD# 3095023) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 25 years of experience in the finance industry.

6
Jeffrey Watts, financial advisor Gilbert AZ
Jeffrey S. Watts
CRD#: 3084412
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85296

Jeffrey Watts (CRD# 3084412) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 19 years of experience in the finance industry.

7
Zhenhua Yuan, financial advisor Gilbert AZ
Zhenhua Yuan
CRD#: 6305100
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295

Zhenhua Yuan (CRD# 6305100) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 10 years of experience in the finance industry.

8
Benjamin Cooper, financial advisor Gilbert AZ
Benjamin Cooper
CRD#: 7845127
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295

Benjamin Cooper (CRD# 7845127) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has 1 year of experience in the finance industry.

9
Kimball Gwilliam, financial advisor Gilbert AZ
Kimball E. Gwilliam
CRD#: 7816789
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ 85295

Kimball Gwilliam (CRD# 7816789) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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