RIA Intel›Advisers›Georgia›SUNTRUST INVESTMENT SERVICES, INC.

SUNTRUST INVESTMENT SERVICES, INC.

Advisory

N·ATLANTA, GA

Data as of Oct 12, 2016 · Source: SEC Form ADV

Total AUM

$10.4B

1-Year AUM Growth

-2.3%

3-Year CAGR

+15.1%

Employees

1,349

Assets Under Management

Total AUM$10.4B

Discretionary AUM$4.7B

Non-Discretionary AUM$5.7B

Discretionary %45.2%

Total Clients—

Team

Total Employees1,349

Investment Advisers1,368

Employee Growth (1Y)—

Filing History

Total Filings on Record105

First FilingMar 28, 2002

Latest FilingOct 12, 2016

🔒 Full AUM trend chart and 105 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUNTRUST INVESTMENT SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.