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DAVID P. GILLIAM & ASSOCIATES, INC.
Tel: 765-281-0012
2600 West Jackson Muncie, Indiana 47303
DAVID P. GILLIAM & ASSOCIATES, INC.
DAVID P. GILLIAM & ASSOCIATES, INC. is a Muncie, Indiana based financial advisory firm with nearly $157,740,043 in assets under management and provides investment advisory services for 529 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
285515
SEC#:
801-123723
No. of Clients:
529
Assets under Management
$157,740,043
No. of Advisors:
2
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