Mark Gillam Enterprises

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Assets, Funds, Holdings

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Mark Gillam Enterprises
CRD #108632
SEC #801-60067
CIK #
AUM $204.4 MM (2024-03-19)
Employees 6 (33% Investors, 0% Brokers)
Phone916-961-2200
Address8008 Sacramento Street
Fair Oaks, CA 95628
Source [IAPD]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 65 17.2
(b) Individuals (high net worth individuals) 36 178.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 3.7
(h) Charitable organizations 2 5.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 457 204.4
By Discretionary
Discretionary 79 1.4
Non-Discretionary 378 203.0
Total 457 204.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 204.4
Total 457 204.4
Comparable Firms State AUM ($BB)
Blodgett Wealth Advisors LLC
CA 0.2
Capstone Wealth Management Group LLC
PA 0.2
RMW Advisors LLC
TX 0.2
Hansen & Associates Financial Group Inc
CA 0.2
Capital Innovations LLC
WI 0.2
Wedgewood Investors Inc
PA 0.2
Beacon Wealth Consultants Inc
VA 0.2
Loyola Asset Management LLC
FL 0.2
Connecticut Capital Management Group LLC
CT 0.2
Anson Capital Inc
GA 0.2
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