CRD: 124490
Gilliland Investment Management, Inc.
$49.6M Total AUM
$49.6M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2003
- Office Locations
- 1
Office Locations
2001 4TH Ave. Plaza 1 Canyon TX
About Gilliland Investment Management, Inc.
Gilliland Investment Management, Inc. is a Canyon-based RIA. The firm has been operating for 23 years. Managing $49.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Portfolio Construction, Tax Planning.
Team overview
61 AVG AGE
$49.6M AVG AUM / ADVISOR
$576.4K AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Delta delta Pioneer Signal horizon
Client Personas
Delta alpha
Investment Themes
Vital capital
Investment Vehicles
Capital harbor
Services
Eagle summit Pathway Element
Owner & Executives
MARK EDWARD GILLILAND
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4613932
- Ownership
- 75% or more
(885) 257-4261
radial.optima@catalystcapital.com
in linkedin.com/in/meridian-pathway
K
Kaye Gilliland
Director
- CRD
- --
- Ownership
- Less than 5%
(815) 651-5178
matrix.legacy@crestcapital.com
in linkedin.com/in/north-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,568,398 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,568,398 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,568,398
Public Funds:
52.8% Equity - Exchange:
12.5% Cash:
13.9% Municipal Bonds:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,308,307,322 | 52.8% |
| Equity - Exchange | $783,216,696 | 12.5% |
| Cash | $870,936,966 | 13.9% |
| Municipal Bonds | $1,303,272,581 | 20.8% |
| Total | $6,265,733,565 | 100.0% |