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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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