David P. Gilliam & Associates, Inc.
David P. Gilliam & Associates, Inc. (CRD# 285515) is a financial advisory firm headquartered in Muncie, IN. They manage $136,683,996 in 506 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
David P. Gilliam & Associates, Inc.
By the Numbers
-
Total Assets Under Management137MILLION
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$270,126
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IN, LA, OH, TX
Financial Advisors at David P. Gilliam & Associates, Inc.
1
Chad Gilliam (CRD# 4867407) is an Investment Advisor Representative working at David P. Gilliam & Associates, Inc. in Muncie, IN and has over 18 years of experience in the finance industry.
2
David Gilliam (CRD# 1461865) is an Investment Advisor Representative working at David P. Gilliam & Associates, Inc. in Muncie, IN and has over 38 years of experience in the finance industry.
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