Synovus Trust Company (Columbus)

Synovus Trust Company is a large advisory firm based in Columbus. It manages $406.78 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Synovus Trust Company provides portfolio management for investment companies. 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 Trust Company: assets under management

The assets under management (AUM) of Synovus Trust Company is $406.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $406.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $101.7 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Synovus Trust Company 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 Trust Company

George Flowers has been acting as President since 1 Dec 1980. Mark Brown has served as the Chief Investment Officer since 1 Mar 1996. Alfred Daniel Mallard joined the executive team most recently as the Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Flowers	President	1 Dec 1980	Other	4415152
Columbus Bank & Trust Company	Owner	1 Jan 1995	75% - 100%	58-0201800
Mark Brown	Svp/chief investment officer	1 Mar 1996	Other	4415154
Walter Deriso	Chairman	1 Apr 1998	Other	4415166
William Gene Perkins	President-synovus wealth management	1 Jun 2000	Other	1022873
William Gene Perkins	Director	1 Jan 2001	Other	1022873
Alfred Daniel Mallard	Officer	1 Oct 2001	Other	1284141

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Synovus Trust Company	Owner	1 Jan 1995	75% - 100%	58-2146977
Columbus Bank And Trust Company	Owner	1 Jan 1995	75% - 100%	58-0201800
Synovus Financial Company	Parent	1 Jan 1995	75% - 100%	58-1134883
Synovus Financial Corporation	Parent	1 Jan 1995	75% - 100%	58-1134883

Based in Columbus

The principal office where Synovus Trust Company 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. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 706-649-2175 or by fax 706-644-1313. The normal business hours are 8:30 -5:30 on Monday - Friday.