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MARK GILLAM ENTERPRISES

UUIDbb4435d4-574b-5f66-951c-7abf48ac6267
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 108632 108632 1.0
sec_file_number 801-60067 801-60067

Profile

Website
HQ CityFAIR OAKS
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)200,702,779.0
  • RAUM (discretionary)1,379,583.0
  • Actionable assets180,304,701.0
  • Accounts500.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM4,085,380.0
  • Charitable AUM7,960,679.0
  • HNW AUM168,258,642.0

As of 2025-03-12 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.