A complete list of active advisors currently associated with Gilman Hill Asset Management, LLC
Warmer can help you find a great advisor at Gilman Hill Asset Management, LLC or one who fits your needs even better.
Gilman Hill Asset Management, LLC provides discretionary, asset‑based portfolio management primarily to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans, corporations and other business entities. The firm also serves other investment advisers on a dual‑contract or sub‑advisory basis and participates in third‑party wrap fee programs. GHAM’s investment process is fundamentally research‑driven, with portfolios constructed mainly from long‑only equity and fixed‑income securities, tailored asset allocation, ongoing monitoring and periodic rebalancing. The firm typically manages accounts on a discretionary basis, delivers monthly or quarterly performance and holdings reports to clients, and licenses model strategies to sponsors such as Janney Montgomery Scott and Vestmark Advisory Solutions while providing related performance information to sponsors and clients. What is notable in GHAM’s brochure is its combination of direct client management with model licensing and sub‑advisory arrangements, including receipt of model fees from wrap program sponsors and disclosed relationships with multiple advisory and brokerage firms. The firm also discloses that certain clients may independently elect margin (borrowing) in separately managed accounts and reports managing approximately $1.24 billion in regulatory assets with a five‑person advisory team.
To learn more about the advisors currently working at Gilman Hill Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Canaan, CT
| 5
| |
New Canaan, CT
| 23
| |
New Canaan, CT
| 2
| |
New Canaan, CT
| 29
| |
New Canaan, CT
| 13
|
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