Sungard Pronvest, Inc. is a large advisory firm based in Chattanooga. It manages $151.4 million of regulatory assets for 4,730 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 26 other states.
Sungard Pronvest provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 4,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sungard Pronvest, Inc. is $151.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 191% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sungard Pronvest, 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.
Jay Colton Jumper has been acting as President since 1 Sep 2006. Stephen Lewis Johnson joined the executive team most recently as the Senior Vice President.
The principal office where Sungard Pronvest, Inc. performs its advisory services is located at 1203 Carter Street, Chattanooga, TN 37402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 423-648-1876 or by fax 423-267-4222. The normal business hours are 8am-5pm est on Monday - Friday. You can find more information about the New York firm at www.pronvest.com.