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Building 2GYL FINANCIAL SYNERGIES, LLC

Map pinWEST HARTFORD, CT
Phone844-248-9998
NotebookSEC #801-108230
Total AUM
$6.1B
Employees
69
Clients
1,972

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 ISHAM ROAD
SUITE 310
WEST HARTFORD
CT 06107
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
844-248-9998
Other Offices
6

ReceiptFinancials

Total AUM
$6.1B
Accounts
5,862
Discretionary
$4.4B
Accounts
4,797
Non-Discretionary
$1.7B
Accounts
1,065

ContactClients

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Individual Clients
1,077
AUM
$455.4M
HNW Individual Clients
804
AUM
$3B
Pension/Profit Sharing Plan Clients
19
AUM
$506.2M
Charitable Organization Clients
16
AUM
$59M
Government Entity Clients
35
AUM
$1.9B
Corporation or Business Clients
21
AUM
$86.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILMAMDMEMNMOMTNCNHNJNYORPARISCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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