DAVID P. GILLIAM & ASSOCIATES, INC.
CRD #285515 SEC #801-123723 MUNCIE, IN 765-281-0012
SEC Registered
Total AUM
$157.7M
Discretionary
$157.7M
Employees
2
Clients
0
Accounts
529
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $157.7M | $157.7M | $0 | 2 | 0 |
| Feb 2025 | $157.7M | $157.7M | $0 | 2 | 0 |
| Feb 2024 | $136.7M | $136.7M | $0 | 62 | 0 |
| May 2023 | $108.1M | $108.1M | $0 | 2 | 0 |
| Jan 2023 | $108.1M | $108.1M | $0 | 2 | 0 |
| Aug 2022 | $122.5M | $122.5M | $0 | 2 | 0 |
| Mar 2022 | $122.5M | $122.5M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees62
Clients0
DateMay 2023
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees2
Clients0