Suntrust Robinson Humphrey, Inc. (Atlanta)

Name: Suntrust Robinson Humphrey, Inc.
Address: 303 Peachtree Street Ne, Atlanta, GA, 30303
Telephone: 404-813-0837

Suntrust Robinson Humphrey, Inc. is a large advisory firm based in Atlanta. It manages $1.35 billion of regulatory assets for 3 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 32 other states.

Suntrust Robinson Humphrey provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Suntrust Robinson Humphrey: assets under management

The assets under management (AUM) of Suntrust Robinson Humphrey, Inc. is $1.35 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.35 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Suntrust Robinson Humphrey, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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 Suntrust Robinson Humphrey, Inc.

Robert Charles Shufeldt has been acting as President since 1 Mar 2001. William J.R. Mayfield joined the executive team most recently as the Corporate Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Suntrust Banks	Parent company	1 Jan 1998	75% - 100%	58-1575035
Robert Charles Shufeldt	Chief executive officer/director	1 Mar 2001	Other	1969379
Roderick Anthony Dowling	Member of the board/managing director	1 Jul 2001	Other	2053082
David Harry Eidson	Vice chairman of the board/managing director	1 Jul 2001	Other	4380644
Mark Alan Chancy	Member of the board	1 Jul 2001	Other	2478714
Dennis Harold Nordman	Crop	1 Nov 2002	Other	1277143
Gerard Joseph Jr Omeara	Member of the board/division president	1 Aug 2003	Other	2346194
Amy Weiss Medendorp	Member of the board	1 May 2005	Other	2513923
Hugh Sterling Iii Cummins	Member of the board	1 May 2005	Other	2376506
Thomas Alan Kicak	Chief compliance officer	1 Sep 2005	Other	1441596
Christopher Dunwoody Wells	Srop	1 Jan 2007	Other	1956830
Donald Ross Jr Morris	Chief financial officer	1 Mar 2007	Other	3231801
William J.R. Mayfield	Corporate secretary	1 Jul 2007	Other	xxx-xx-xxxx

Based in Atlanta

The principal office where Suntrust Robinson Humphrey, Inc. performs its advisory services is located at 303 Peachtree Street Ne, Atlanta, GA 30303 The mailing address of the firm is 303 Peachtree Street Ne, Atlanta, GA 30308. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-813-0837 or by fax 404-813-0040. The normal business hours are 8:30am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.suntrustrh.com.