MARK GILLAM ENTERPRISES

8008 Sacramento Street
Fair Oaks, California 95628
Tel: 916-961-2200

About MARK GILLAM ENTERPRISES

MARK GILLAM ENTERPRISES, formally registered with the SEC as MARK GILLAM ENTERPRISES. The firm was established in 03/08/2001. They have over 1 offices throughout the country.

MARK GILLAM ENTERPRISES is a Fair Oaks, California based Financial Planning firm with nearly $204,398,633 assets under management, offering retirement planning & investment advisory services to 457 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108632
SEC#	801-60067
Assets Managed by Firm	$204,398,633
No. of Clients	457
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (A NEGOTIATED % OF ATHLETE'S ANNUAL COMPENSATION REC'D FROM TEAM)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	457	$204,398,633
Individuals (other than high net worth individuals)	65	$17,215,944
High net worth individuals	36	$178,508,978
Pension and profit sharing plans	1	$3,667,536
Charitable organizations	2	$5,006,175

More Retirement Planning firms in Fair Oaks, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Fair Oaks, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.