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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mark Gillam Enterprises
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|---|---|
| CRD # | 108632 |
| SEC # | 801-60067 |
| CIK # | |
| AUM | $200.7 M (2025-03-12) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 916-961-2200 |
| Address | 8008 Sacramento Street Fair Oaks, CA 95628 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 20.4 |
| (b) Individuals (high net worth individuals) | 33 | 168.3 |
| (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 | 1 | 4.1 |
| (h) Charitable organizations | 2 | 8.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 200.7 |
| By Discretionary | ||
| Discretionary | 53 | 1.4 |
| Non-Discretionary | 447 | 199.3 |
| Total | 500 | 200.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.7 | |
| Total | 500 | 200.7 |
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|---|---|---|
|
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TX | 0.2 |
|
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UT | 0.2 |
|
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OK | 0.2 |
|
Blum Financial LP
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TX | 0.2 |
|
Ridgeline Wealth Planning LLC
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|
OH | 0.2 |
|
Fischer Investment Strategies LLC
✚
|
CA | 0.2 |
|
The Wealth Coach LLC
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|
TX | 0.2 |
|
Acute Investment Advisory LLC
✚
|
AZ | 0.2 |