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David P. Gilliam & Associates, Inc.
Muncie, Indiana
5.0
3 Reviews
David P. Gilliam & Associates, Inc., based out of Muncie, IN, is a reputable small investment advisory firm that has been serving clients since 2019. With over 300 individual clients, they manage an impressive $108,072,000 in assets. The firm operates from a single office and offers a range of services, including being a registered representative of a broker-dealer and an insurance broker or agent.
Specializing in employer 401Ks and individual investments, David P. Gilliam & Associates, Inc. has gained substantial expertise in this field. All the assets under their management, totaling 100%, are handled on a discretionary basis. ...see more
Assets Under Mgmt
$108.07M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for David P. Gilliam & Associates, Inc.
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