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Building 2DAVID P. GILLIAM & ASSOCIATES, INC.

Map pinMUNCIE, IN
Phone765-281-0012
NotebookSEC #801-123723
Total AUM
$186.7M
Employees
3
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 WEST JACKSON
MUNCIE
IN 47303
United States
Operating Hours
8:00 A.M. TO 12:00 P.M. AND 1:00 P.M. TO 4:30 P.M.
Monday - Friday
Phone
765-281-0012

ReceiptFinancials

Total AUM
$186.7M
Accounts
573
Discretionary
$186.7M
Accounts
573
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
373
AUM
$95.8M
HNW Individual Clients
65
AUM
$81.1M
Pension/Profit Sharing Plan Clients
6
AUM
$5.3M
Charitable Organization Clients
10
AUM
$4M
Corporation or Business Clients
3
AUM
$391.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINOHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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