Unclaimed Profile

Timothy Paul Altree

FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, Texas

Clean recordFROST 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Paul Altree 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

FROST INVESTMENT ADVISORS, LLC

AUM

$4.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FROST INVESTMENT ADVISORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES

Regulatory

SEC/IARD CRD# 2834757

Firm CRD# 146148

View on FINRA BrokerCheck →

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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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