$25.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
105 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Capital harborBeacon +more
- Established Date
- 04-19-2024
- Office Locations
- 1
Office Locations
18 S Main ST Rutland VT
About Greenhill Financial Partners
Greenhill Financial Partners is a Rutland-based RIA. The firm has been operating for 2 years. Managing $25.5M in total assets under management, with 3 advisory representatives. Services offered include 529 Plans, Charitable Giving, Divorce Planning.
Team overview
39 AVG AGE
$8.5M AVG AUM / ADVISOR
$243.2K AVG AUM / CLIENT
2.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Meridian
Client Personas
Peak pioneer
Custodian
Eagle oak Pathway Radial North Insight meridian Vital wave
Investment Themes
Timber Quantum Legacy radial Frontier eagle
Investment Vehicles
Oak foundation
Services
Vital Frontier Peak Zenith Matrix zenith Focus optima Beacon horizon Prime Quantum Vital Delta alpha
Technology
Insight vertex Foundation oak Radial
Owner & Executives
STEVEN ALAN MORNEAU
Chief Compliance Officer, Financial Planner, Managing Member, Owner
- CRD
- #5602073
- Ownership
- 50% but less than 75%
(691) 426-2994
harbor.peak@momentumcapital.com
in linkedin.com/in/foundation-focus
D
Dominic Stilwell
Managing Member
- CRD
- #7513182
- Ownership
- 50% but less than 75%
(979) 375-7820
glacier.foundation@eaglecapital.com
in linkedin.com/in/glacier-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,532,133 | -- |
| Total | $25,532,133 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,532,133
Public Funds:
20.1% Equity - Exchange:
24.0% Cash:
16.5% U.S. Government/Agency:
11.0% Corporate - Investment Grade:
12.4% Municipal Bonds:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $973,778,872 | 20.1% |
| Equity - Exchange | $1,162,721,041 | 24.0% |
| Cash | $799,370,716 | 16.5% |
| U.S. Government/Agency | $532,913,811 | 11.0% |
| Corporate - Investment Grade | $600,739,205 | 12.4% |
| Municipal Bonds | $775,147,360 | 16.0% |
| Total | $4,844,671,005 | 100.0% |