Sungard Advisor Technologies, Inc. is a large advisory firm based in Sacramento. It manages $14.97 billion of regulatory assets for 42,946 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Sungard Advisor Technologies provides pension consulting services 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.
The assets under management (AUM) of Sungard Advisor Technologies, Inc. is $14.97 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sungard Advisor Technologies, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.
Dianna Lyn Zentner has served as the Chief Investment Officer since 1 Jun 2003. Bryan Henry Chin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sungard Advisor Technologies, Inc. performs its advisory services is located at 2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833, 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 916-288-6400 or by fax 916-288-6500. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisor.sungard.com.