Overview
Assets Under Management: $783 million
Headquarters: NEW CANAAN, CT
High-Net-Worth Clients: 226
Average Client Assets: $3 million
Frequently Asked Questions
GILMAN HILL ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143970), GILMAN HILL ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GILMAN HILL ASSET MANAGEMENT, LLC is headquartered in NEW CANAAN, CT.
GILMAN HILL ASSET MANAGEMENT, LLC serves 226 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, GILMAN HILL ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GILMAN HILL ASSET MANAGEMENT, LLC is ranked #248 by Forbes in 2025. Learn more about these rankings ↓
GILMAN HILL ASSET MANAGEMENT, LLC manages $783 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, GILMAN HILL ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Forbes 2025: 248
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