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Mark Gillam Enterprises

● SEC registered since 2001CRD 108632SEC# 801-60067Fair Oaks, CA
Export (members)
Reg. AUM
$200.7M
Employees
6
Accounts
500
Location
Fair Oaks, CA

Mark Gillam Enterprises assets under management

Mark Gillam Enterprises is an SEC-registered investment adviser based in Fair Oaks, CA. The firm has been registered since 2001. It reports $200.7 million in regulatory assets under management and employs 6 people.

Mark Gillam Enterprises owners & executives

3 reported
NameTitleOwnershipSince
Mark Gillam, Trustee of the Chall ControlOwnerOver 75%2019
Tami CandianiChief Compliance OfficerUnder 5%2006
Mark Gerald Gillam ControlOwner2019

Frequently asked questions

How much does Mark Gillam Enterprises manage?

Mark Gillam Enterprises reports $200.7 million in regulatory assets under management on its Form ADV.

How many employees does Mark Gillam Enterprises have?

Mark Gillam Enterprises reports 6 employees.

Where is Mark Gillam Enterprises located?

Mark Gillam Enterprises is based in Fair Oaks, CA and has been SEC-registered since 2001.

Does Mark Gillam Enterprises disclose fund performance?

Mark Gillam Enterprises is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8008 Sacramento Street, Fair Oaks, CA 95628
Phone916-961-2200
Fax916-965-7777
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.4M
Non-discretionary$199.3M
Total (RAUM)$200.7M