Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > indiana > muncie > DAVID P. GILLIAM & ASSOCIATES, INC.
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 |
More Retirement Planning firms in Muncie, Indiana:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Muncie, Indiana