Synovus Investment Advisors, Inc. (Columbus)

Synovus Investment Advisors, Inc. is a large advisory firm based in Columbus. It manages $511.38 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 4 other states.

Synovus Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Synovus Investment Advisors: assets under management

The assets under management (AUM) of Synovus Investment Advisors, Inc. is $511.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $511.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Synovus Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Synovus Investment Advisors, Inc.

William Gene Perkins has been acting as President since 1 Jul 2003. William Henry Roach joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Synovus Financial Corp	Parent	1 Jul 2003	75% - 100%	58-1134883
William Gene Perkins	Chairman	1 Jul 2003	Other	1022873
Alfred Daniel Mallard	Managing director	1 Jul 2003	Other	1284141
Mark J Brown	President	1 Jul 2003	Other	4415154
Patricia Louise Whipple	Director	1 Jul 2003	Other	2138766
Teddie L Ussery	Director	1 Jul 2003	Other	4685228
Winston A Mcquaig	Secretary	1 Jul 2003	Other	4685259
Teddie Lee Ussery	Director	1 Jul 2003	Other	4685228
Winston Adolph Mcquaig	Secretary	1 Jul 2003	Other	4685259
Eric Alexander Johnson	Chief compliance officer	1 Jul 2004	Other	2738975
William Gene Perkins	Ceo	1 Nov 2004	Other	1022873
Alfred Daniel Mallard	Director	1 Nov 2004	Other	1284141
William Henry Roach	Director	1 Nov 2004	Other	1422946
Cynthia Amos Helms	Chief compliance officer	1 Sep 2005	Other	3201852
William Henry Roach	President	1 Apr 2006	Other	1422946
Fredric Arthur Mann	Chief operating officer	1 Apr 2006	Other	4370795
Jeffery Barton Singleton	President, synovus securities, inc.	1 Apr 2006	Other	2122679
Christopher Dewitt Hohlstein	Director	1 Apr 2006	Other	1163271

Based in Columbus

The principal office where Synovus Investment Advisors, Inc. performs its advisory services is located at 1234 1 St Avenue, Columbus, GA 31901 The mailing address of the firm is P.O. Box 120, Columbus, GA 31902. An additional office of the firm is in Pensacola, FL. The firm also has an office outside of the United States.