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GYL Financial Synergies LLC
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CRD # | 284758 |
SEC # | 801-108230 |
CIK # | 0001767715 |
AUM | $6.1 BB (2024-03-28) |
Employees | 69 (61% Investors, 0% Brokers) |
Phone | 844-248-9998 |
Address | 75 Isham Road West Hartford, CT 06107 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 62.7 | |
AAPL | 2,382,844.0 | 47.2 | |
AMZN | 1,092,997.8 | 34.1 | |
JPM | 340,169.2 | 31.4 | |
GOOGL | 1,475,138.5 | 27.9 | |
NVDA | 399,550.0 | 20.7 | |
META | 434,852.0 | 19.6 | |
LLY | 301,789.7 | 18.6 | |
PG | 338,108.9 | 17.3 | |
GS | 102,858.9 | 17.2 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
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 - 2024 |
---|---|---|
13F-HR | [0001767715] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Foundations Investment Advisors LLC
✚
|
AZ | 6.3 |
Pure Financial Advisors LLC
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|
CA | 6.3 |
Shuster Advisory Group LLC
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|
HI | 6.3 |
Centaurus Financial Inc
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|
CA | 6.3 |
Synovus Securities Inc
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|
GA | 6.2 |
One Capital Management LLC
✚
|
CA | 6.2 |
F L Putnam Investment Management Co
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|
MA | 6.2 |
Thrivent Advisor Network LLC
✚
|
MN | 6.2 |
Intellicents Investment Solutions Inc
✚
|
MN | 6.0 |
Snowden Capital Advisors LLC
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|
NY | 5.9 |