GS
CFA
GS
CFA

Gregory Stanek

12 Years of Experience
New Canaan, CT

Gregory Stanek is a CFA-designated registered investment advisor at Gilman Hill Asset Management, LLC, based in New Canaan, CT, with 12 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 291 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
291 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$782.9M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable downward at the discretion of Gilman Hill Asset Management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 Elm Street, New Canaan, CT, 06840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gilman Hill Asset Management, LLC
September 2013 - Present · 12 yrs 8 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Stanek - Financial Advisor | TrueAdvisor