Mark Gillam Enterprises
Mark Gillam Enterprises is an SEC-registered wealth manager in Fair Oaks, CA with $210.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Mark Gillam Enterprises: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108632, SEC 801-60067, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $210.3M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Fair Oaks, CA
- Employees
- 6
- Clients
- 111
- CRD
- 108632
- Ownership
- CANDIANI, TAMI; GILLAM, MARK, GERALD; MARK GILLAM, TRUSTEE OF THE CHALL
How much AUM does Mark Gillam Enterprises have?
Mark Gillam Enterprises reported $210.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Mark Gillam Enterprises?
Disclosed owners and executives of Mark Gillam Enterprises include CANDIANI, TAMI, GILLAM, MARK, GERALD, MARK GILLAM, TRUSTEE OF THE CHALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.