GYL Financial Synergies LLC

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GYL Financial Synergies LLC
CRD #284758
SEC #801-108230
CIK #0001767715
AUM $6.1 BB (2024-03-28)
Employees 69 (61% Investors, 0% Brokers)
Phone844-248-9998
Address75 Isham Road
West Hartford, CT 06107
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
7.56.04.53.01.50.02009201420192025
CIK Period
0001767715
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Microsoft Corp 1,918,222.4 62.7
Apple Inc 2,382,844.0 47.2
Amazon Com Inc 1,092,997.8 34.1
J P Morgan Chase & Co 340,169.2 31.4
Alphabet Inc 1,475,138.5 27.9
Nvidia Corp 399,550.0 20.7
Facebook Inc 434,852.0 19.6
Lilly Eli & Co 301,789.7 18.6
Procter & Gamble Co 338,108.9 17.3
Goldman Sachs Group Inc 102,858.9 17.2
Philip Morris International Inc 158,793.3 15.1
Citigroup Inc 91,678.1 14.1
Chevron Corp 294,604.1 13.0
Alphabet Inc 1,482,566.4 12.6
Broadcom Inc 201,282.9 12.5
VISA Inc 419,260.5 12.2
Quintiles Transnational Holdings Inc 40,166.9 11.9
GE Healthcare Technologies Inc 9.8
 
 
 
 
 
 
 
 
 
 
 
 
 
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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
CA 6.3
Shuster Advisory Group LLC
HI 6.3
Centaurus Financial Inc
CA 6.3
Synovus Securities Inc
GA 6.2
One Capital Management LLC
CA 6.2
F L Putnam Investment Management Co
MA 6.2
Thrivent Advisor Network LLC
MN 6.2
Intellicents Investment Solutions Inc
MN 6.0
Snowden Capital Advisors LLC
NY 5.9
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