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DG
DG
Daniel Bradford Gwilliam
Watts Gwilliam & Company, LLC
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Estate Planning
Watts Gwilliam & Company, LLC
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
Investment Management
Planning
Minimum Annual Fee:
$2,500
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Location
2730 S. Val Vista Dr., Ste 124, Gilbert, AZ, 85296
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Customer Dispute
December 2002
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Watts Gwilliam & Company, LLC
June 2004 - Present · 21 yrs 8 mos
State Registrations
1 state
AZ
Advisor
Exams
No exam information available for this advisor.