Sungard Investment Advisors LLC (Wichita)

Sungard Investment Advisors LLC is a large advisory firm based in Wichita. It manages $812.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Kansas.

Sungard Investment Advisors provides portfolio management for pooled investment vehicles and pension consulting 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.

Sungard Investment Advisors: assets under management

The assets under management (AUM) of Sungard Investment Advisors LLC is $812.9 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sungard Investment Advisors LLC 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 Sungard Investment Advisors LLC

Michael William Winkel has served as the Chief Investment Officer since 1 Jan 2002. William Gerald Martin joined the executive team most recently as the Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Gerald Martin	Investment officer	1 Nov 2001	Other	2046604
Donald W. Birdwell	Manager	1 Nov 2001	Other	4505516
Sungard Wealth Management Services Llc	Member	1 Nov 2001	75% - 100%	48-1248384
Phillip J. Owings	Ceo	1 Nov 2001	Other	2906874
Sarah G. Armstrong	Manager	1 Nov 2001	Other	4506067
Michael William Winkel	Chief investment officer	1 Jan 2002	Other	4506086

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Sungard Data Systems	Member	1 Aug 2001	75% - 100%	51-0267091

Based in Wichita

The principal office where Sungard Investment Advisors LLC performs its advisory services is located at 8300 E. Thorn Drive, Wichita, KS 67226, 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 316-609-7800 or by fax 316-609-7890. The normal business hours are 8:00 a.m. - 5:00 p.m. central standard time on Monday - Friday.