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| David P Gilliam & Associates Inc
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| |
|---|---|
| CRD # | 285515 |
| SEC # | 801-123723 |
| CIK # | |
| AUM | $136.7 MM (2024-02-29) |
| Employees | 62 (3% Investors, 3% Brokers) |
| Phone | 765-281-0012 |
| Address | 2600 West Jackson Muncie, IN 47303 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 68.7 |
| (b) Individuals (high net worth individuals) | 44 | 60.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 3.8 |
| (h) Charitable organizations | 4 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 136.7 |
| By Discretionary | ||
| Discretionary | 506 | 136.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 506 | 136.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.7 | |
| Total | 506 | 136.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KOBO Wealth Conservancy LLC
✚
|
HI | 0.1 |
|
Tortuga Wealth Management Inc
✚
|
CA | 0.1 |
|
Willner & Heller LLC
✚
|
CA | 0.1 |
|
Cannon Advisors Inc
✚
|
NC | 0.1 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.1 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.1 |
|
Portus Wealth Advisors LLC
✚
|
NC | 0.1 |
|
CTA Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Baring Financial LLC
✚
|
WA | 0.1 |
|
Garner Financial Management Inc
✚
|
CA | 0.1 |