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Synovus Securities Inc
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CRD # | 14023 |
SEC # | 801-19690 |
CIK # | 0001520194 |
AUM | $6.2 BB (2024-03-28) |
Employees | 292 (64% Investors, 81% Brokers) |
Phone | 706-649-2327 |
Address | Synovus Centre, 1111 Bay Avenue, 4th Floor Columbus, GA 31901 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
GPN | 31.9 | 0.8 | |
KO | 270.0 | 0.6 | |
SNV | 5.4 | 0.2 | |
AAPL | 2,382.8 | 0.2 | |
MSFT | 1,918.2 | 0.2 | |
SO | 75.0 | 0.1 | |
NVDA | 399.6 | 0.1 | |
AFL | 36.0 | 0.1 | |
LLY | 301.8 | 0.1 | |
AMZN | 1,093.0 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10,221 | 2.4 |
(b) Individuals (high net worth individuals) | 1,383 | 3.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 122 | 0.2 |
(h) Charitable organizations | 82 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 229 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 12,037 | 6.2 |
By Discretionary | ||
Discretionary | 7,606 | 3.8 |
Non-Discretionary | 4,431 | 2.5 |
Total | 12,037 | 6.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.2 | |
Total | 12,037 | 6.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001520194] |
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FNB Investment Advisors Inc
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|
PA | 6.3 |
Foundations Investment Advisors LLC
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AZ | 6.3 |
Pure Financial Advisors LLC
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CA | 6.3 |
Shuster Advisory Group LLC
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HI | 6.3 |
Centaurus Financial Inc
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CA | 6.3 |
One Capital Management LLC
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|
CA | 6.2 |
F L Putnam Investment Management Co
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|
MA | 6.2 |
Thrivent Advisor Network LLC
✚
|
MN | 6.2 |
GYL Financial Synergies LLC
✚
|
CT | 6.1 |
Intellicents Investment Solutions Inc
✚
|
MN | 6.0 |