Gilliam Mease Advisors

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

462 S 4th St Ste 220, Louisville, Kentuc...

Phone Number

(502) 292-4870

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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Jul
ZI Rank
1
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1
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1

About Gilliam Mease Advisors

Gilliam Mease Advisors is dedicated to equipping individuals with the necessary structure, tools, and advice to lead better financial lives. They offer a comprehensive Fi Life Framework designed to assist clients at various stages of life, whether they are just starting out, busy professionals, transitioning to new life phases, or planning legacies. Their services encompass investment, estate planning, insurance, tax strategies, and lifestyle management. The firm aims to provide clarity, confidence, and contentment in financial decision-making, regardless of the client's financial situation.Explore more
Gilliam Mease Advisors's Social MediaPopular SearchesGilliam Mease AdvisorsGilliam Mease Advisors LLCGilliam, Mease & Associatesgilliam mease associates LLCGilliam Mease & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Gilliam Mease Advisors Org Chart

PhoneEmail
Cheryl Spencer, Chief Financial Officer at Gilliam Mease Advisors
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Chief Financial Officer

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BH
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President & Chief Investment Officer

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MA
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Financial Services Associate

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BM
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Partner

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MM
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Financial Planner

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MN
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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gilliam Mease Advisors

<$5M
1-10
Private
-
2004
Cheryl Spencer, Chief Financial Officer at Gilliam Mease Advisors
Cheryl SpencerChief Financial Officer
$7.2M
1-10
Private
-
2002
DD
David DedmanFinancial Planner
<$5M
1-10
Private
-
-
HP
Heather PollackDirector, Retirement Planning
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
-
BR
Beth RossiManager, Client Services
<$5M
1-10
Private
-
2003
MB
Michelle BenderCertified Financial Planner & Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Gilliam Mease Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gilliam Mease Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gilliam Mease Advisors.

Gilliam Mease Advisors Tech Stack

A closer look at the technologies used by Gilliam Mease Advisors

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Frequently Asked Questions Regarding Gilliam Mease Advisors

What is Gilliam Mease Advisors's official website?
Gilliam Mease Advisors's official website is www.gilliammease.com
What is Gilliam Mease Advisors's Revenue?
Gilliam Mease Advisors's revenue is <$5 Million
What is Gilliam Mease Advisors's SIC code?
Gilliam Mease Advisors's SIC: 62,628
What is Gilliam Mease Advisors's NAICS code?
Gilliam Mease Advisors's NAICS: 52,523
How many employees does Gilliam Mease Advisors have?
Gilliam Mease Advisors has 1-10 employees
What industry does Gilliam Mease Advisors belong to?
Gilliam Mease Advisors is in the industry of: Finance, Securities Trading
What is Gilliam Mease Advisors competition?
Gilliam Mease Advisors top competitors include: Wealth Management Services, Lexington Wealth Management, Oak Wealth Management, Managed Money Concepts
What technology does Gilliam Mease Advisors use?
Some of the popular technologies that Gilliam Mease Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Datadog
Who is the CFO of Gilliam Mease Advisors?
Gilliam Mease Advisors's CFO is Cheryl Spencer
How do I contact Gilliam Mease Advisors?
Gilliam Mease Advisors contact info: Phone number: (502) 292-4870 Website: www.gilliammease.com
What does Gilliam Mease Advisors do?

Gilliam Mease Advisors is dedicated to equipping individuals with the necessary structure, tools, and advice to lead better financial lives. They offer a comprehensive Fi Life Framework designed to assist clients at various stages of life, whether they are just starting out, busy professionals, transitioning to new life phases, or planning legacies... . Their services encompass investment, estate planning, insurance, tax strategies, and lifestyle management. The firm aims to provide clarity, confidence, and contentment in financial decision-making, regardless of the client's financial situation.Read More

What are Gilliam Mease Advisors social media links?
Gilliam Mease Advisors Linkedin page Gilliam Mease Advisors Twitter page Gilliam Mease Advisors Facebook page
Is Gilliam Mease Advisors a public company?
Gilliam Mease Advisors is private company therefore does not currently have an official ticker symbol
See more information about Gilliam Mease Advisors

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