Overview
Assets Under Management: $783 million
Headquarters: NEW CANAAN, CT
High-Net-Worth Clients: 226
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 226
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 596
Discretionary Accounts: 596
Regulatory Filings
CRD Number: 143970
Last Filing Date: 2025-02-05 00:00:00
Website: https://gilmanhill.com