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David P. Gilliam & Associates, Inc.

● SEC registered since 2022CRD 285515SEC# 801-123723Muncie, IN
Export (members)
Reg. AUM
$157.7M
Employees
2
Accounts
529
Location
Muncie, IN

David P. Gilliam & Associates, Inc. assets under management

David P. Gilliam & Associates, Inc. is a registered investment adviser overseen by the SEC based in Muncie, IN. The firm has been registered since 2022. It reports $157.7 million in regulatory assets under management and employs 2 people.
www.youtube.com/user/gilliamdavidView on SEC.gov ↗

David P. Gilliam & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Paul Gilliam ControlShareholder/Cco50-75%2016
Karen Kay Gilliam ControlShareholder50-75%2016

Frequently asked questions

How much does David P. Gilliam & Associates, Inc. manage?

David P. Gilliam & Associates, Inc. reports $157.7 million in regulatory assets under management on its Form ADV.

How many employees does David P. Gilliam & Associates, Inc. have?

David P. Gilliam & Associates, Inc. reports 2 employees.

Where is David P. Gilliam & Associates, Inc. located?

David P. Gilliam & Associates, Inc. is based in Muncie, IN and has been SEC-registered since 2022.

Does David P. Gilliam & Associates, Inc. disclose fund performance?

David P. Gilliam & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2600 West Jackson, Muncie, IN 47303
Phone765-281-0012
Fax765-281-9287
Office hours8:00 a.m. To 12:00 p.m. And 1:00 p.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.7M
Non-discretionary$0
Total (RAUM)$157.7M