Jacob
Friar
Gilman Hill Asset Management, LLC
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About this Advisor
Jacob Friar is a chartered financial analyst who works in New Canaan, Connecticut who has 2 years of relevant experience. Friar is an advisor for Gilman Hill Asset Management, LLC. During their career, the advisor has held roles at Gilman Hill Asset Management, LLC, Lapides Asset Management, Sacred Heart University and Westport High School. Friar is registered to work in Connecticut. Gilman Hill Asset Management, LLC is an advisory firm based out of New Canaan, CT. It has $623 million in total assets among its 566 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 566 accounts, 80% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services usually are based on which services the firm provides the client. Fee types charged by Gilman Hill Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gilman Hill Asset Management, LLC Brokerage Details
$623,057,227
10
566
$1,100,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jacob Friar Work History
Jacob has been registered as a financial advisor for 2 years.*
Gilman Hill Asset Management, LLC
Lapides Asset Management
Sacred Heart University
Westport High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Friar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gilman Hill Asset Management, LLC
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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