111 West Houston Street
10th Floor
San Antonio, Texas 78205
Tel: 210-220-5070
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146148 |
SEC# | 801-68724 |
Assets Managed by Firm | $3,909,983,960 |
No. of Clients | 15 |
No. of Advisors | 30 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 15 | $3,909,983,960 |
Individuals (other than high net worth individuals) | 1 | $1,034,190 |
High net worth individuals | 1 | $8,265,990 |
Pension and profit sharing plans | 1 | $6,954,518 |
Corporations or other businesses | 1 | $6,672,155 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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