Matthew Thompson, financial advisor San Antonio TX
93 score

Matthew Thompson

CRD Number: 3114871
Current Firm: Frost Investment Advisors, LLC

Matthew Thompson (CRD# 3114871) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Frost Investment Advisors, LLC San Antonio, TX Jul 2011 - Current 5
U.s. Trust San Antonio, TX Jun 2010 - Jul 2011 1
U.s. Trust Dallas, TX Aug 2003 - Jun 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Matthew A. Thompson
Phone Number: 210-220-5070
Firm Website: http://www.frostinv.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,225
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $200,454,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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