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FROST INVESTMENT ADVISORS, LLC

111 West Houston Street
10th Floor
San Antonio, Texas 78205
Tel: 210-220-5070

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About FROST INVESTMENT ADVISORS, LLC

FROST INVESTMENT ADVISORS, LLC, formally registered with the SEC as FROST INVESTMENT ADVISORS, LLC. The firm was established in 01/25/2008. They have over 1 offices throughout the country.

FROST INVESTMENT ADVISORS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $3,909,983,960 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146148
SEC#801-68724
Assets Managed by Firm$3,909,983,960
No. of Clients15
No. of Advisors30

Fee Structure

  • A Percentage of AUM
  • Other(PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total15$3,909,983,960
Individuals (other than high net worth individuals)1$1,034,190
High net worth individuals1$8,265,990
Pension and profit sharing plans1$6,954,518
Corporations or other businesses1$6,672,155

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