Mark Gillam Enterprises
● SEC registered since 2001CRD 108632SEC# 801-60067Fair Oaks, CA
Reg. AUM
$210.3M
Employees
6
Accounts
546
Location
Fair Oaks, CA
Mark Gillam Enterprises assets under management
Mark Gillam Enterprises is an SEC-registered investment adviser based in Fair Oaks, CA. The firm has been registered since 2001. It reports $210.3 million in regulatory assets under management and employs 6 people.
Mark Gillam Enterprises owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Gillam, Trustee of the Chall Control | Owner | Over 75% | 2019 |
| Tami Candiani | Chief Compliance Officer | Under 5% | 2006 |
| Mark Gerald Gillam Control | Owner | — | 2019 |
Frequently asked questions
How much does Mark Gillam Enterprises manage?
Mark Gillam Enterprises reports $210.3 million in regulatory assets under management on its Form ADV.
How many employees does Mark Gillam Enterprises have?
Mark Gillam Enterprises reports 6 employees.
Where is Mark Gillam Enterprises located?
Mark Gillam Enterprises is based in Fair Oaks, CA and has been SEC-registered since 2001.
Does Mark Gillam Enterprises disclose fund performance?
Mark Gillam Enterprises is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8008 Sacramento Street, Fair Oaks, CA 95628 |
| Phone | 916-961-2200 |
| Fax | 916-965-7777 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.3M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$210.3Mregulatory AUM
Discretionary $7.6MNon-discretionary $202.7M