GILMAN HILL ASSET MANAGEMENT, LLC

220 Elm Street
New Canaan, Connecticut 06840
Tel: 203-571-0225

About GILMAN HILL ASSET MANAGEMENT, LLC

GILMAN HILL ASSET MANAGEMENT, LLC, formally registered with the SEC as GILMAN HILL ASSET MANAGEMENT, LLC. The firm was established in 06/05/2007. They have over 1 offices throughout the country.

GILMAN HILL ASSET MANAGEMENT, LLC is a New Canaan, Connecticut based Financial Planning firm with nearly $782,940,311 assets under management, offering retirement planning & investment advisory services to 596 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143970
SEC#	801-67941
Assets Managed by Firm	$782,940,311
No. of Clients	596
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PROVISION OF MODEL PORTFOLIOS TO THIRD PARTIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	596	$782,940,311
Individuals (other than high net worth individuals)	45	$20,365,420
High net worth individuals	226	$629,000,338
Pension and profit sharing plans	5	$14,637,118
Charitable organizations	10	$26,577,290
Other investment advisers	Fewer than 5 clients	$83,967,227
Corporations or other businesses	5	$8,392,918

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