Gordon Dyal & Co, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
284175
Registered since
September 14, 2016

Firm profile

FINTRX

Overview

Gordon Dyal & Co, LLC is organized as a limited liability company and registered with the SEC in 2016. FINTRX classifies the firm as an investment bank rather than a traditional wealth manager or allocator—its profile indicates it is not a capital allocator and does not identify itself as an active ESG investor. Ownership is listed as a domestic entity and an individual. The firm’s public profile provides minimal detail on its advisory activities, client segments, fee schedule or business lines. FINTRX also records that Gordon Dyal & Co, LLC is not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jill Dyal

    Jill Dyal

    CFO, Managing PartnerCRD 3104227

  • Patrick Orzel

    Patrick Orzel

    Founding Partner & COOCRD 6354387

Contacts

3 of 27
  • Josh Freeman

    Investment Banking AnalystCRD 7604084

  • Zheng Hao Huang

    Zheng Hao Huang

    Investment Banking AnalystCRD 7966052

  • Michael Jones

    PartnerCRD 1728150

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth