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Building 2FROST INVESTMENT SERVICES

Map pinSAN ANTONIO, TX
Phone210.220.5000
NotebookSEC #801-108754
Total AUM
$3.7B
Employees
177
Clients
3,656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
111 WEST HOUSTON STREET
SAN ANTONIO
TX 78205
United States
Operating Hours
8AM CENTRAL - 5PM CENTRAL
Monday - Friday
Phone
210.220.5000
Other Offices
50

ReceiptFinancials

Total AUM
$3.7B
Accounts
3,656
Discretionary
$3.7B
Accounts
3,656
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,484
AUM
$777.7M
HNW Individual Clients
535
AUM
$1.4B
Charitable Organization Clients
4
AUM
$2M
Corporation or Business Clients
633
AUM
$1.5B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AZCACOFLGAILKSLAMDMTNCNMNVNYOHOKORSCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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