111 West Houston Street
San Antonio, Texas 78205
Tel: 210.220.5000
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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