Unclaimed Profile

Timothy Paul Altree

FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, Texas

Series 7, Series 24, Series 63, Series 66Clean record18 years registeredFROST INVESTMENT ADVISORS, LLC

111 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 2834757Firm CRD# 146148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Paul Altree · SAN ANTONIO, TX

Registration

CRD #2834757 · FROST INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FROST INVESTMENT ADVISORS, LLC

Jan 2009 – present

A&S CAPITAL MANAGEMENT, LLC

Feb 2008 – Dec 2008

CHULA VISTA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 14, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FROST INVESTMENT ADVISORS, LLC

CRD 146148 · SEC 801-68724

AUM

$4.9B

Regulatory assets under management

Employees

11 client accounts

Services offered by FROST INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at FROST INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Paul Altree offer?

Timothy Paul Altree specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Timothy Paul Altree's credentials?

Timothy Paul Altree is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Paul Altree located?

Timothy Paul Altree 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 Timothy Paul Altree charge for services?

Timothy Paul Altree'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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