Gilman Hill Asset Management, LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.9M
Accounts
648
Employees
10
Advisory reps
6

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

FINTRX

Overview

Gilman Hill Asset Management, LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm is registered with the SEC (initial registration year 2007) and serves both individuals/families and institutional clients. Its business model is fee-based (percentage of assets under management) and its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. Gilman Hill reports no active ESG investing program and is not classified as a multi-state or pension consultant adviser. The firm was recognized by Forbes in 2023 and again in 2024 among its lists of notable RIA firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 3%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Jenny Harrington

    Jenny Harrington

    CEO & Portfolio ManagerCRD 2890383

  • John Harrington

    John Harrington

    Chief Operating Officer and Chief Compliance OfficerCRD 5759128

Contacts

3 of 4
  • Gregory Stanek

    Gregory Stanek

    Portfolio ManagerCRD 2847034

  • Jonathan Oherron

    Jonathan Oherron

    Co - Founder and Portfolio ManagerCRD 1230702

  • Jacob Friar

    Jacob Friar

    Senior Research AnalystCRD 6431895

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 39

Active vs passive

$53.2M in ETFs

Passive

96%

$51.2M

Active

2%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR MID-CAP INDEX FUND (VO)VanguardPassiveMid Cap Blend$8.8M112,34416.55%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth