Frost Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
196
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
17465
Registered since
May 5, 1986

Firm profile

FINTRX

Overview

Frost Brokerage Services, Inc. is organized as a corporation and has been SEC-registered since 1986. Public disclosures identify the owner type as a domestic entity and individual ownership, and the firm's internal classification is listed as unclassified. The record does not present a detailed description of business lines, advisory activities, or fee schedules. Available metadata flags several operational attributes: the firm is not designated as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Walsh

    Christopher Walsh

    Chief Operations OfficerCRD 2580114

  • Jack Repa

    Jack Repa

    Chief Compliance OfficerCRD 2558740

Contacts

3 of 194
  • Justin Hopkins

    Justin Hopkins

    National Sales ManagerCRD 5195471

  • Roberto Aburto

    Roberto Aburto

    Private BankerCRD 4934773

  • John Moreno

    Investment Advisor RepresentativeCRD 5381603

Unlock 191 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
111 W Houston St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth