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Margaret Garcia Velasquez

FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, Texas
Clean recordFROST INVESTMENT ADVISORS, LLC
111 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 4886502Firm CRD# 146148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Garcia Velasquez · SAN ANTONIO, TX
Registration
CRD #4886502 · FROST INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Garcia Velasquez is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with FROST INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
FROST INVESTMENT ADVISORS, LLC
FROST INVESTMENT ADVISORS, LLC
AUM
$4.9B
Regulatory assets under management
Employees
30
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES
Regulatory
SEC/IARD CRD# 4886502
Firm CRD# 146148
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Garcia Velasquez offer?
Margaret Garcia Velasquez specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Margaret Garcia Velasquez's credentials?
Margaret Garcia Velasquez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Garcia Velasquez located?
Margaret Garcia Velasquez is based in SAN ANTONIO, Texas, working with FROST INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Margaret Garcia Velasquez charge for services?
Margaret Garcia Velasquez's firm is compensated through percentage of aum, other: provide models to 3rd parties and receive asset-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FROST INVESTMENT ADVISORS, LLC?
FROST INVESTMENT ADVISORS, LLC has approximately 30 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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