Gilman Hill Asset Management, LLC
Firm details
- Headquarters
- New Canaan, Connecticut
- CRD number
- 143970
- Registered since
- June 5, 2007
- Website
- gilmanhill.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.8%
- State / Municipal Government28.19%
- Other Investment Advisers7.29%
- Charitable Organizations2.12%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gilman Hill Asset Management, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2007. The firm is owner-operated and charges fees based on a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional and business clients. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm is not identified as an active ESG investor and does not present itself as a multistate or pension consultant adviser. Gilman Hill was recognized by Forbes among America's Top RIA Firms in 2023 and again in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
John Harrington
Chief Operating Officer and Chief Compliance OfficerCRD 5759128
Jenny Harrington
CEO & Portfolio ManagerCRD 2890383
Contacts
3 of 4
Brigid Lahiff
AnalystCRD 7895289
Gregory Stanek
Portfolio ManagerCRD 2847034
Jonathan Oherron
Co - Founder and Portfolio ManagerCRD 1230702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$50.3M in ETFs
95%
$47.7M
3%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $8.1M | 100,684 | 16.14% |
Location
New Canaan, CT
Fairfield
Location
New Canaan, CT
Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 220 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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