Jonathan
Oherron

Gilman Hill Asset Management, LLC

CRD#1230702
Investment Advisor
in New Canaan, CT

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About this Advisor

Jonathan Oherron is a financial advisor based in New Canaan, Connecticut with 16 years of relevant experience. Oherron is on the advisory team at Gilman Hill Asset Management, LLC. They have spent their complete career at Gilman Hill Asset Management, Llc. Oherron holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Gilman Hill Asset Management, LLC is an advisory business headquartered in New Canaan, CT. It controls $623 million in total assets among its 566 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 566 client accounts, 80% belong to high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees billed by Gilman Hill Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

199 Elm Street
New Canaan, CT 06840-5321

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Gilman Hill Asset Management, LLC Brokerage Details

Total Assets Under Management

$623,057,227

CT Average: $5,297,377,271
Total Number of Employees

10

CT Average: 35
Total Number of Accounts

566

CT Average: 690
Average Account Size

$1,100,808

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Jonathan Oherron Work History

Jonathan has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Gilman Hill Asset Management, LLC

*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 Jonathan Oherron 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

Jacob Friar
New Canaan, CT
Gregory Stanek
New Canaan, CT
Jonathan Oherron
New Canaan, CT
Jenny Harrington
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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