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| Keyboard |
| Mark Gillam Enterprises
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|---|---|
| CRD # | 108632 |
| SEC # | 801-60067 |
| CIK # | |
| AUM | 210.3 M (2026-03-16) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 69 | 19.2 |
| (b) Individuals (high net worth individuals) | 39 | 177.2 |
| (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 | 4.8 |
| (h) Charitable organizations | 2 | 9.1 |
| (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 | 546 | 210.3 |
| By Discretionary | ||
| Discretionary | 118 | 7.6 |
| Non-Discretionary | 428 | 202.7 |
| Total | 546 | 210.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.3 | |
| Total | 546 | 210.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Albert D Mason Inc
✚
|
MA | 210.6 M |
|
KDT Advisors LLC
✚
|
NJ | 210.4 M |
|
Baring Financial LLC
✚
|
WA | 210.3 M |
|
Independence Wealth Advisors LLC
✚
|
OH | 210.3 M |
|
Succession Financial Inc
✚
|
TX | 210.3 M |
|
Smart Portfolios LLC
✚
|
WA | 210.3 M |
|
Atlantic Family Wealth LLC
✚
|
FL | 210.1 M |
|
Daniel Investment Group Inc
✚
|
MI | 210.1 M |
|
CornerStone Securities LLC
✚
|
KS | 210.0 M |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 210.0 M |