SYNOVUS TRUST COMPANY, N.A.
Legal name: GLOBALT INVESTMENTS
CRD #168405 SEC #801-78344 ATLANTA, GA 404-364-2188
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
21
Clients
0
Accounts
4,225
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $2.5B | $2.5B | $0 | 21 | 5 |
| Nov 2022 | $3B | $3B | $0 | 21 | 5 |
| Nov 2022 | $3B | $3B | $0 | 21 | 5 |
| Jul 2022 | $3B | $3B | $0 | 21 | 5 |
| Mar 2022 | $3B | $3B | $0 | 21 | 5 |
| Nov 2021 | $2.4B | $2.4B | $0 | 20 | 5 |
| Jul 2021 | $2.4B | $2.4B | $0 | 20 | 3,413 |
| Jun 2021 | $2.4B | $2.4B | $0 | 20 | 3,413 |
| Mar 2021 | $2.4B | $2.4B | $0 | 20 | 3,413 |
| Nov 2020 | $1.9B | $1.9B | $0 | 20 | 2,877 |
| Oct 2020 | $1.9B | $1.9B | $0 | 20 | 2,877 |
| Jun 2020 | $1.9B | $1.9B | $0 | 20 | 2,877 |
| Mar 2020 | $1.9B | $1.9B | $0 | 20 | 2,877 |
| Jan 2020 | $1.5B | $1.5B | $0 | 21 | 2,634 |
| Jan 2020 | $1.5B | $1.5B | $0 | 21 | 2,634 |
| Aug 2019 | $1.5B | $1.5B | $0 | 21 | 2,634 |
| Mar 2019 | $1.5B | $1.5B | $0 | 21 | 2,634 |
| Mar 2019 | $1.5B | $1.5B | $0 | 21 | 2,634 |
| Nov 2018 | $1.5B | $1.5B | $0 | 23 | 1,887 |
| Oct 2018 | $1.5B | $1.5B | $0 | 23 | 1,887 |
| Aug 2018 | $1.5B | $1.5B | $0 | 23 | 1,887 |
| Mar 2018 | $1.5B | $1.5B | $0 | 23 | 1,887 |
| Jan 2018 | $1.3B | $1.3B | $0 | 20 | 2,033 |
| Nov 2017 | $1.3B | $1.3B | $0 | 20 | 2,033 |
| Sep 2017 | $1.3B | $1.3B | $0 | 20 | 1,700 |
| Mar 2017 | $1.3B | $1.3B | $0 | 20 | 1,700 |
| Jul 2016 | $1.2B | $1.2B | $0 | 24 | 1,500 |
| Mar 2016 | $1.2B | $1.2B | $0 | 24 | 1,500 |
| Jun 2015 | $1.3B | $1.3B | $0 | 22 | 1,300 |
| Mar 2015 | $1.3B | $1.3B | $0 | 22 | 1,300 |
| Aug 2014 | $1.1B | $1.1B | $0 | 22 | 1,100 |
| Mar 2014 | $1.1B | $1.1B | $0 | 22 | 1,100 |
| Jul 2013 | $1.1B | $1.1B | $0 | 22 | 1,000 |
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees21
Clients5
DateNov 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients5
DateNov 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients5
DateJul 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients5
DateMar 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients5
DateNov 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients5
DateJul 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients3,413
DateJun 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients3,413
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees20
Clients3,413
DateNov 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients2,877
DateOct 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients2,877
DateJun 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients2,877
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients2,877
DateJan 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients2,634
DateJan 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients2,634
DateAug 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients2,634
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients2,634
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients2,634
DateNov 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients1,887
DateOct 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients1,887
DateAug 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients1,887
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients1,887
DateJan 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2,033
DateNov 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2,033
DateSep 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients1,700
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients1,700
DateJul 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients1,500
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients1,500
DateJun 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients1,300
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients1,300
DateAug 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients1,100
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients1,100
DateJul 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients1,000