$13.8M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-13-2024
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About Sylo Planning
Sylo Planning is a New York-based RIA providing tailored financial planning and ongoing portfolio management for underserved investors, including working professionals, Asian American millennials, real estate investors, and FIRE-minded clients. The investment approach emphasizes diversified ETF/index portfolios and risk-managed asset allocation, supported by a RightCapital client portal.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$812.8K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Andy Liang
Chief Compliance Officer, Owner
- CRD
- #6384359
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,318,000 | -- |
| Non-Discretionary | $12,500,000 | -- |
| Total | $13,818,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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