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FROST INVESTMENT SERVICES, LLC
FROST INVESTMENT SERVICES, LLC
FROST INVESTMENT SERVICES
SAN ANTONIO, Texas
·
5 registered advisors
·
CRD# 286129
SEC# 801-108754
50
210.220.5000
01
Firm Overview
AUM
$2.7B
Regulatory assets under management
Employees
166
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FROST INVESTMENT SERVICES, LLC
5 registered advisors
Angela Kristina Holliday
SAN ANTONIO, Texas
CRD# 2750604
Christopher Scott Walsh
SAN ANTONIO, Texas
CRD# 2580114
Jack Brandon Repa
SAN ANTONIO, Texas
CRD# 2558740
Karen Johnson Banks
SAN ANTONIO, Texas
CRD# 1448975
Nicholas R. Watne
SAN ANTONIO, Texas
CRD# 3135342
05
Office Locations
SAN ANTONIO, Texas
5 advisors
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Data sourced from SEC Form ADV filings. FROST INVESTMENT SERVICES, LLC (CRD# 286129) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.