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MARK GILLAM ENTERPRISES
CRD 108632 · SEC 801-60067
8008 SACRAMENTO STREET, FAIR OAKS, CA, 95628, United States
Phone
916-961-2200
Fax
916-965-7777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.3M
Discretionary AUM
$7.6M
Team
6 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; A NEGOTIATED % OF ATHLETE'S ANNUAL COMPENSATION REC'D FROM TEAM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $19.2M |
| High net worth individuals | 39 | $177.2M |
| Pension/profit sharing plans | 1 | $4.8M |
| Charitable organizations | 2 | $9.1M |
States served
CA, GA, PA, MO, TX, FL
Official SEC filing: View on IAPD