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| GYL Financial Synergies LLC
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|---|---|
| CRD # | 284758 |
| SEC # | 801-108230 |
| CIK # | 0001767715 |
| AUM | $5.3 BB (2023-03-29) |
| Employees | 61 (59% Investors, 0% Brokers) |
| Phone | 844-248-9998 |
| Address | 75 Isham Road West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 26.6 | |
| AAPL | 2,382,844.0 | 19.1 | |
| JPM | 340,169.2 | 17.6 | |
| PG | 338,108.9 | 17.3 | |
| GS | 102,858.9 | 14.6 | |
| PM | 158,793.3 | 13.8 | |
| CVX | 294,604.1 | 13.2 | |
| MRK | 232,371.9 | 12.7 | |
| IQV | 40,166.9 | 12.0 | |
| GOOGL | 1,475,138.5 | 11.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 988 | 0.4 |
| (b) Individuals (high net worth individuals) | 748 | 2.5 |
| (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 | 21 | 0.5 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 35 | 1.8 |
| (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 | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,394 | 5.3 |
| By Discretionary | ||
| Discretionary | 4,311 | 3.6 |
| Non-Discretionary | 1,083 | 1.7 |
| Total | 5,394 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 5.1 | |
| Total | 5,394 | 5.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767715] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Merit Financial Group LLC
✚
|
GA | 5.5 |
|
Northwest Capital Management Inc
✚
|
OR | 5.5 |
|
Richmond Capital Management Inc
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|
VA | 5.4 |
|
Brightworth LLC
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|
GA | 5.4 |
|
Choate Investment Advisors LLC
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|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
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|
NY | 5.2 |
|
Great Valley Advisor Group Inc
✚
|
DE | 5.1 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 5.1 |
|
Thrivent Advisor Network LLC
✚
|
MN | 5.1 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.0 |