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 is classified by FINTRX as an investment bank. The firm is SEC-registered (registration year reported as 2016) and is owned at least in part by a domestic individual or entity. Public filings and the FINTRX snapshot emphasize a non-asset-management posture: the firm is not identified as a capital allocator and is not flagged as an active ESG investor. Available metadata also indicates the firm does not operate as a multi-state adviser, is not characterized as newly formed, and is not listed as a pension consultant or related adviser. Beyond those registry attributes, there are minimal public disclosures about business lines, advisory activities, client types, or fee structures in the FINTRX extract.

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

    CFO, Managing PartnerCRD 3104227

  • Patrick Orzel

    Founding Partner & COOCRD 6354387

Contacts

3 of 27
  • Josh Freeman

    Investment Banking AnalystCRD 7604084

  • Zheng Hao Huang

    Investment Banking AnalystCRD 7966052

  • MICHAEL JONES

    PartnerCRD 1728150

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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