A complete list of active advisors currently associated with Mark Gillam Enterprises

Warmer can help you find a great advisor at Mark Gillam Enterprises or one who fits your needs even better.

The firm advises individuals — including high-net-worth clients — as well as pension/profit-sharing plans and charitable organizations. Its services include ongoing portfolio management, pension consulting, written financial planning, and ancillary offerings such as bookkeeping and bill-pay services, insurance product placement, mortgage referrals, and evaluation/management of real-estate-related assets. The firm follows a long-term, fundamentals-based investment approach using third‑party research and client-specific investment policy statements, and it generally seeks client consent before executing transactions rather than routinely exercising discretionary trading authority. Most of the firm’s assets are managed on a non-discretionary basis (roughly $203 million of about $210 million in reported AUM), and account reviews occur as frequently as monthly for clients receiving expanded services and at least semiannually for others. What distinguishes the firm from many peers is a combination of business activities uncommon in this peer group: an affiliation with real estate brokerage and licensed insurance activities that can involve commissionable sales and referral compensation, and specialized arrangements for seasonal, high‑income clients under employment contracts. The firm’s provision of bill-pay/bookkeeping services that can involve limited custody of client bank accounts is another atypical feature disclosed in its brochure.

To learn more about the advisors currently working at Mark Gillam Enterprises, 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.