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GILMAN HILL ASSET MANAGEMENT, LLC

NEW CANAAN, CT · CRD 143970 · IAPD ↗ · 203-571-0225

$1.24BRegulatory AUM
5Advisory reps
10Employees
0Clients
51-100Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — GILMAN HILL ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($782.9M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2024 — GILMAN HILL ASSET MANAGEMENT, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.