RIA Intel›Advisers›Michigan›GILLIKIN ADVISORS LIMITED

GILLIKIN ADVISORS LIMITED

Advisory

MI

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$738K

across 43 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$0

Non-Discretionary AUM$32M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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QUANTUM WEALTH STRATEGIES, LLC

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SUMMIT INVESTMENT GUIDANCE PARTNERS, LLC

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