A complete list of active advisors currently associated with GilliKin Advisors Limited
Warmer can help you find a great advisor at GilliKin Advisors Limited or one who fits your needs even better.
GilliKin Advisors Limited provides investment advisory and portfolio management services to a small group of individual clients, overseeing roughly $26.4 million across 21 client relationships. The firm operates as a solo independent registered investment adviser and focuses on personalized management for individual investors. The firm typically delivers advice and implements strategies on a non‑discretionary basis, meaning clients retain final trading authority while the adviser provides recommendations and portfolio monitoring. The sole adviser performs routine quality‑control reviews (daily, monthly, quarterly, and annual) to ensure accounts are managed consistently with client goals and firm policies. The adviser also maintains an affiliated CPA practice and brings over 46 years of small‑business accounting and tax experience to client engagements, a combination that is uncommon among peers. This affiliation, together with the primarily non‑discretionary approach and a small client roster, tends to produce advisory relationships that integrate investment guidance with tax and accounting considerations.
To learn more about the advisors currently working at GilliKin Advisors Limited, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Farmington Hills, MI
| 12
|
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