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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| GYL Financial Synergies LLC
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|---|---|
| CRD # | 284758 |
| SEC # | 801-108230 |
| CIK # | 0001767715 |
| AUM | $6.1 B (2024-10-11) |
| Employees | 69 (61% Investors, 0% Brokers) |
| Phone | 844-248-9998 |
| Address | 75 Isham Road West Hartford, CT 06107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 60.4 | ||
| Apple Inc | 50.5 | ||
| Amazon Com Inc | 33.6 | ||
| J P Morgan Chase & Co | 32.1 | ||
| Alphabet Inc | 25.3 | ||
| Facebook Inc | 22.5 | ||
| Nvidia Corp | 20.2 | ||
| Goldman Sachs Group Inc | 18.4 | ||
| Philip Morris International Inc | 18.0 | ||
| Lilly Eli & Co | 17.2 | ||
| View All | |||
| Holdings by Sector ($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 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767715] |
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Cambridge Associates Limited LLC
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MA | 5.8 |
|
Wedbush Securities Inc
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CA | 5.7 |
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Signature Investment Advisors LLC
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CA | 5.7 |