DAVID P. GILLIAM & ASSOCIATES, INC.

2600 West Jackson
Muncie, Indiana 47303
Tel: 765-281-0012

About DAVID P. GILLIAM & ASSOCIATES, INC.

DAVID P GILLIAM & ASSOCIATES, INC, formally registered with the SEC as DAVID P GILLIAM & ASSOCIATES, INC. The firm was established in 04/19/2022. They have over 1 offices throughout the country.

DAVID P. GILLIAM & ASSOCIATES, INC. is a Muncie, Indiana based Financial Planning firm with nearly $157,740,043 assets under management, offering retirement planning & investment advisory services to 529 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285515
SEC#	801-123723
Assets Managed by Firm	$157,740,043
No. of Clients	529
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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	529	$157,740,043
Individuals (other than high net worth individuals)	278	$86,133,299
High net worth individuals	49	$62,492,422
Pension and profit sharing plans	7	$5,039,134
Charitable organizations	5	$3,492,601
Corporations or other businesses	3	$582,587

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