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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| David P Gilliam & Associates Inc
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|---|---|
| CRD # | 285515 |
| SEC # | 801-123723 |
| CIK # | |
| AUM | $157.7 M (2025-02-18) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 765-281-0012 |
| Address | 2600 West Jackson Muncie, IN 47303 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 86.1 |
| (b) Individuals (high net worth individuals) | 49 | 62.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 5.0 |
| (h) Charitable organizations | 5 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 157.7 |
| By Discretionary | ||
| Discretionary | 529 | 157.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 529 | 157.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.7 | |
| Total | 529 | 157.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Macke Financial Advisory Group Inc
✚
|
FL | 0.2 |
|
Magnolia Wealth Management LLC
✚
|
AL | 0.2 |
|
Wabash Capital Inc
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|
IN | 0.2 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.2 |
|
J M Brown & Associates Inc
✚
|
OK | 0.2 |
|
Naples Money Management LLC
✚
|
FL | 0.2 |
|
Preserver Partners LLC
✚
|
TN | 0.2 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.2 |
|
WPA Family Office LLC
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|
TX | 0.2 |
|
IKE Capital LLC
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|
0.2 |