Gyl Financial Synergies, LLC
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Learn more about Gyl Financial Synergies, LLC
Overview
Gyl Financial Synergies, LLC is located at 75 Isham Road, West Hartford, CT. The firm employs 42 financial advisors to manage client portfolios and provide financial guidance. Gyl Financial Synergies, LLC is not a registered broker-dealer.
Gyl Financial Synergies, LLC oversees $6.1 billion in assets under management across 5,862 accounts, of which 4,797 are discretionary and 1,065 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Gyl Financial Synergies, LLC includes asset-based, hourly, and fixed fees. The firm has 804 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, lawyer or law firm, insurance company or agency, pension consultant, and commodity pool advisor.
Gyl Financial Synergies, LLC is registered in the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gyl Financial Synergies, LLC by the Numbers
$6.1 billion
69
5,862
$1.0 million
Products and Services
Gyl Financial Synergies, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. In the past fiscal year, Gyl Financial Synergies, LLC provided 45301 of its customers with financial planning services. The Company is involved in selling products or offering services different than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically vary depending on the type of financial services offered. Fees billed by Gyl Financial Synergies, LLC likely consist of any combination of the following fee types: asset-based, hourly, or fixed. The company participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a broad range of customers. The company caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, and corporations. Out of its 6 clients, Gyl Financial Synergies, LLC's biggest client type by number of accounts is high net worth investors, but it also serves 804 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 40.77%
- Other Individuals - 54.61%
- Corporations - 3.8%
- Charitable Organizations - 0.81%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gyl Financial Synergies, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gyl Financial Synergies, LLC
West Hartford, CT
Wayne, PA
West Hartford, CT
West Hartford, CT
Winsted, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
Richmond, VA
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