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Building 2MARK GILLAM ENTERPRISES

Map pinFAIR OAKS, CA
Phone916-961-2200
NotebookSEC #801-60067
Total AUM
$210.3M
Employees
6
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8008 SACRAMENTO STREET
FAIR OAKS
CA 95628
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
916-961-2200

ReceiptFinancials

Total AUM
$210.3M
Accounts
546
Discretionary
$7.6M
Accounts
118
Non-Discretionary
$202.7M
Accounts
428

ContactClients

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Individual Clients
69
AUM
$19.2M
HNW Individual Clients
39
AUM
$177.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4.8M
Charitable Organization Clients
2
AUM
$9.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A NEGOTIATED % OF ATHLETE'S ANNUAL COMPENSATION REC'D FROM TEAM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMOPATX

HandshakeAffiliates

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

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