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GILMAN HILL ASSET MANAGEMENT, LLC
CRD 143970 · SEC 801-67941
220 ELM STREET, NEW CANAAN, CT, 06840, United States
Phone
203-571-0225
Fax
203-764-2005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$1.24B
Team
10 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)PROVISION OF MODEL PORTFOLIOS TO THIRD PARTIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $10.9M |
| High net worth individuals | 255 | $743.9M |
| Charitable organizations | 10 | $26.3M |
States served
CA, IN, LA, MD, MA, NJ, NY, PA, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD