M
$210.3M Total AUM
$7.6M Disc. AUM
4.3% 3Y CAGR
6 Employees
111 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2001
- Office Locations
- 1
Office Locations
8008 Sacramento Street Fair Oaks CA
About Mark Gillam Enterprises
Mark Gillam Enterprises is a Fair Oaks-based RIA. The firm has been operating for 25 years. Managing $210.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$105.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
18.3 yrs AVG TENURE
6 Employees
2 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
TAMI CANDIANI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Showing 1 of 1 owners & executives
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F
FRANK DINO CANTONE
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- CRD
- #4319689
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MARK GERALD GILLAM
Financial Advisor, General Partner
- CRD
- #1255578
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,635,872 | $64,711 |
| Non-Discretionary | $202,676,270 | $473,543 |
| Total | $210,312,142 | $385,187 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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