SYKON CAPITAL LLC

500 Mamaroneck Ave
Suite 435
Harrison, New York 10528
Tel: 914-898-3694

About SYKON CAPITAL LLC

SYKON CAPITAL LLC, formally registered with the SEC as SYKON CAPITAL LLC. The firm was established in 05/26/2023. They have over 3 offices throughout the country.

SYKON CAPITAL LLC is a Harrison, New York based Financial Planning firm with nearly $292,927,012 assets under management, offering retirement planning & investment advisory services to 577 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326728
SEC#	801-128087
Assets Managed by Firm	$292,927,012
No. of Clients	577
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	577	$292,927,012
Individuals (other than high net worth individuals)	260	$30,701,012
High net worth individuals	303	$247,220,807
Pension and profit sharing plans	1	$312,586
Charitable organizations	2	$5,579,227
Corporations or other businesses	11	$9,113,380

More Retirement Planning firms in Harrison, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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