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FROST INVESTMENT ADVISORS, LLC
111 West Houston Street
10th Floor
San Antonio, Texas 78205
Tel: 210-220-5070
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 $4,938,176,872 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146148 |
| SEC# | 801-68724 |
| Assets Managed by Firm | $4,938,176,872 |
| No. of Clients | 11 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $4,938,176,872 |
| Corporations or other businesses | 1 | $7,310,486 |
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