DAVID P. GILLIAM & ASSOCIATES, INC.

MUNCIE, Indiana·2 registered advisors·CRD# 285515
SEC# 801-1237230765-281-0012
01

Firm Overview

AUM
$137M
Regulatory assets under management
Employees
62
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVID P. GILLIAM & ASSOCIATES, INC.

2 registered advisors
David Paul Gilliam
MUNCIE, Indiana
Karen Kay Gilliam
MUNCIE, Indiana
05

Office Locations

MUNCIE, Indiana
2 advisors

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Data sourced from SEC Form ADV filings. DAVID P. GILLIAM & ASSOCIATES, INC. (CRD# 285515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.