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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, DAVID, PAUL | I | SHAREHOLDER/CCO | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
| GILLIAM, KAREN, KAY | I | SHAREHOLDER | D | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (5)
FL IN LA OH TX
Address
2600 WEST JACKSONMUNCIE, IN 47303
United States
Phone: 765-281-0012