Overview
Assets Under Management: $6.1 billion
Headquarters: WEST HARTFORD, CT
High-Net-Worth Clients: 804
Average Client Assets: $3.8 million
Frequently Asked Questions
GYL FINANCIAL SYNERGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284758), GYL FINANCIAL SYNERGIES, LLC is subject to fiduciary duty under federal law.
GYL FINANCIAL SYNERGIES, LLC is headquartered in WEST HARTFORD, CT.
GYL FINANCIAL SYNERGIES, LLC serves 804 high-net-worth clients according to their SEC filing dated October 11, 2024. View client details ↓
According to their SEC Form ADV, GYL FINANCIAL SYNERGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
GYL FINANCIAL SYNERGIES, LLC manages $6.1 billion in client assets according to their SEC filing dated October 11, 2024.
According to their SEC Form ADV, GYL FINANCIAL SYNERGIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 804
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.00%
Average Client Assets: $3.8 million
Total Client Accounts: 5,862
Discretionary Accounts: 4,797
Non-Discretionary Accounts: 1,065
Regulatory Filings
CRD Number: 284758
Filing ID: 1906357
Last Filing Date: 2024-10-11 14:09:00