Greenhill Financial Partners

RIASEC Registered
Total AUM
$27.1M
Discretionary
$24M
89% of AUM
Avg account
$90.1K
Accounts
301
Employees
2
Advisory reps
2

Firm details

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

Firm profile

FINTRX

Overview

Greenhill Financial Partners is an independent, individually owned Registered Investment Adviser organized as an LLC. Its client focus is individuals and families, and the firm provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing plus hourly and other fee options. The firm identifies as a capital allocator — it selects and deploys third-party managers on behalf of clients — and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

2 of 2
  • Steven Morneau

    Steven Morneau

    Owner / Financial PlannerCRD 5602073

  • Dominic Stilwell

    Dominic Stilwell

    Investment Adviser RepresentativeCRD 7513182

Wealth teams

FINTRX

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