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

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