FROST INVESTMENT SERVICES

111 West Houston Street
San Antonio, Texas 78205
Tel: 210.220.5000

About FROST INVESTMENT SERVICES

FROST INVESTMENT SERVICES, formally registered with the SEC as FROST INVESTMENT SERVICES. The firm was established in 01/03/2017. They have over 51 offices throughout the country.

FROST INVESTMENT SERVICES is a San Antonio, Texas based Financial Planning firm with nearly $2,737,039,224 assets under management, offering retirement planning & investment advisory services to 2792 clients. The firm is staffed with 166 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286129
SEC#	801-108754
Assets Managed by Firm	$2,737,039,224
No. of Clients	2792
No. of Advisors	166

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2792	$2,737,039,224
Individuals (other than high net worth individuals)	1872	$592,539,321
High net worth individuals	401	$1,032,942,704
Charitable organizations	4	$3,977,149
Corporations or other businesses	515	$1,107,580,050

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TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
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