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Jacob Friar

Gilman Hill Asset Management, LLC

New Canaan, CT

CRD 6431895

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Employer firm

Gilman Hill Asset Management, LLC CRD 143970

$1.24B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PROVISION OF MODEL PORTFOLIOS TO THIRD PARTIES

From the firm’s Form ADV. Read the guides:

Current Employers
Gilman Hill Asset Management, Llc

220 Elm Street, New Canaan, CT 06840 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-10-05
  • CT RA
    APPROVED
    Since 2021-10-05

Branch Locations

220 Elm Street, New Canaan, CT 06840 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gilman Hill Asset Management, Llc New Canaan CT 09/2021 Present
Lapides Asset Management Greenwich CT 06/2017 08/2021
Sacred Heart University Fairfield CT 09/2013 06/2017
  • 09/2021 → Present
    Gilman Hill Asset Management, Llc
    New Canaan, CT
  • 06/2017 → 08/2021
    Lapides Asset Management
    Greenwich, CT
  • 09/2013 → 06/2017
    Sacred Heart University
    Fairfield, CT
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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