GREENHILL FINANCIAL PARTNERS

RIASEC Registered
Total AUM
$25.5M
Discretionary
$0
0% of AUM
Avg account
$111K
Accounts
230
Employees
3
Advisory reps
3

Firm details

Headquarters
RUTLAND, Vermont
CRD number
329924
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Greenhill Financial Partners is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its client fee model combines a percentage-of-AUM charge with the option for hourly billing. Greenhill does not describe itself as an active ESG investor, is not a multistate adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 14%, Cash & Cash Equivalents 9%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents9%
  • US Government Bonds2%
  • State & Local Bonds1%

Contacts

3 of 3
  • Dominic Stilwell

    Investment Adviser RepresentativeCRD 7513182

  • STEVEN MORNEAU

    Owner / Financial PlannerCRD 5602073

  • Kasandra Reid

    Financial PlannerCRD 7705083

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RUTLAND, VT

RUTLAND

Location

RUTLAND, VT

Headquartered in RUTLAND, VT, in the Northeast of the United States.

Region
Northeast
County
RUTLAND
Address
18 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth