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Building 2FROST INVESTMENT ADVISORS, LLC

Map pinSAN ANTONIO, TX
Phone210-220-5070
NotebookSEC #801-68724
Total AUM
$5.4B
Employees
31
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 WEST HOUSTON STREET
10TH FLOOR
SAN ANTONIO
TX 78205
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
210-220-5070

ReceiptFinancials

Total AUM
$5.4B
Accounts
10
Discretionary
$5.4B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
4
AUM
$5B
Insurance Company Clients
3
AUM
$381.6M
Corporation or Business Clients
1
AUM
$7.8M
Other Clients
1
AUM
$18.4M
Description of Other Clients
ENDOWMENTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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