Frost Investment Services

Frost Investment Services (CRD# 286129) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,737,039,224 in 2,792 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2,737
    MILLION
  • Total Number of Accounts
    2,792
    ACCOUNTS
  • Average Account Value
    $980,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, LA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA

Financial Advisors at Frost Investment Services
No Advisor Found.
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