Investment adviser · CRD 168405
GLOBALT INVESTMENTS
Investment adviser filing (IA)
SYNOVUS TRUST COMPANY, N.A.
ATLANTA, GA, United States · Form ADV filed Mar 30, 2023
- Regulatory AUM
- $2.54B Form ADV · Item 5.F
- Client accounts
- 4,225 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 577 | $1,100,443,672 | 43.3% |
| Individuals | 3,416 | $851,986,710 | 33.5% |
| Corporations & businesses | 157 | $258,998,487 | 10.2% |
| Government entities | Fewer than 5 | $164,745,763 | 6.5% |
| Retirement plans | 21 | $84,705,177 | 3.3% |
| Charities | 51 | $82,838,403 | 3.3% |
Filing source
Form ADV 1739972 · Mar 30, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
3400 OVERTON PARK DRIVE, SUITE 200ATLANTA, GA, 30339, United States
CRD 168405
Filing source
Form ADV 1739972 · Mar 30, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.