Important Disclosures
All registered investment advisor firms are required to have an Advisor's Brochure. Before 2011, this document was referred to as Form ADV, Part 2.
This document discloses important information about an investment advisory firm. It is required to be updated on at least an annual basis or more often if there are material changes. This document can also be requested at any time from our office or from the FINRA website here: http://www.adviserinfo.sec.gov Our firm CRD number is 124490.
View Advisor Brochure - Part 2A
View Advisor Brochure - Part 2B
Gilliland Investment Management Privacy Policy
In addition to the advisor's brochure, all registered investment advisors are required to have a privacy policy.
View Privacy Policy