DG
DG

Daniel Bradford Gwilliam

21 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
443 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$818.9M

Fee Structure

Minimum Annual Fee:$2,500
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Location

2730 S. Val Vista Dr., Ste 124, Gilbert, AZ, 85296

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History

Regulatory History (1)
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Customer Dispute
December 2002
Settled
Employment History
Current Registrations
Watts Gwilliam & Company, LLC
June 2004 - Present · 21 yrs 8 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.