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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) |
|---|
| CIK | Period |
|---|---|
| 0001520194 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Global Payments Inc | 31.9 | 0.8 | |
| Coca Cola Co | 270.0 | 0.6 | |
| Synovus Financial Corp | 5.4 | 0.2 | |
| Apple Inc | 2,382.8 | 0.2 | |
| Microsoft Corp | 1,918.2 | 0.2 | |
| Southern Co | 75.0 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Aflac Inc | 36.0 | 0.1 | |
| Lilly Eli & Co | 301.8 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Home Depot Inc | 277.6 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| J P Morgan Chase & Co | 340.2 | 0.1 | |
| SPDR Gold Trust | 0.0 | ||
| Exxon Mobil Corp | 385.5 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
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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 |
|---|---|---|
| 13F-NT | [0001520194] |
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|---|---|---|
|
FNB Investment Advisors Inc
✚
|
PA | 6.3 |
|
Foundations Investment Advisors LLC
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AZ | 6.3 |
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Pure Financial Advisors LLC
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CA | 6.3 |
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Shuster Advisory Group LLC
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Centaurus Financial Inc
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CA | 6.3 |
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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 |