RIA Intel›Advisers›Connecticut›GYL FINANCIAL SYNERGIES, LLC

GYL FINANCIAL SYNERGIES, LLC

Advisory

N·WEST HARTFORD, CT

Data as of Oct 11, 2024 · Source: SEC Form ADV

Total AUM

$6.1B

1-Year AUM Growth

+5.5%

3-Year CAGR

+8.8%

Employees

42

Assets Under Management

Total AUM$6.1B

Discretionary AUM$4.4B

Non-Discretionary AUM$1.7B

Discretionary %71.8%

Total Clients—

Team

Total Employees42

Investment Advisers69

Employee Growth (1Y)+13.5%

Filing History

Total Filings on Record45

First FilingAug 1, 2016

Latest FilingOct 11, 2024

🔒 Full AUM trend chart and 45 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GYL FINANCIAL SYNERGIES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.