GYL Financial Synergies LLC
- Assets, Funds, Holdings
| GYL Financial Synergies LLC
|
| CRD # | 284758 |
| SEC # | 801-108230 |
| CIK # | 0001767715 |
| AUM |
|
| Employees |
69 (61% Investors, 0% Brokers)
|
| Phone | 844-248-9998 |
| Address | 75 Isham Road
West Hartford, CT 06107 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,077
|
0.5 |
| (b) Individuals (high net worth individuals) |
804
|
3.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
19 |
0.5 |
| (h) Charitable organizations |
16 |
0.1 |
| (i) State or municipal government entities |
35 |
1.9 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
21 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
5,862 |
6.1 |
| By Discretionary |
| Discretionary |
4,797 |
4.4 |
| Non-Discretionary |
1,065 |
1.7 |
| Total |
5,862 |
6.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.2 |
| United States Persons |
|
5.9 |
| Total |
5,862 |
6.1 |
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