SYLO PLANNING

SYLO PLANNING is an SEC-registered investment adviser (CRD 330193). Regulatory assets under management: $13.8M.

Registration

• CRD: 330193
• Type: Registered investment adviser
• Phone: 929-552-3200
• Latest filing: 2026-03-17
• Regulatory AUM: $13.8M
• Discretionary AUM: $1.3M
• Non-discretionary AUM: $12.5M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330193 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search