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FROST INVESTMENT SERVICES

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

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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 StatusApproved
Firm CRD#286129
SEC#801-108754
Assets Managed by Firm$2,737,039,224
No. of Clients2792
No. of Advisors166

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 ClientsAUM
Firm Total2792$2,737,039,224
Individuals (other than high net worth individuals)1872$592,539,321
High net worth individuals401$1,032,942,704
Charitable organizations4$3,977,149
Corporations or other businesses515$1,107,580,050

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