Frost Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323172
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.33%
- Individuals3.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Frost Investment Partners, LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual. The firm provides fee-based portfolio management to individuals and small businesses, charging a percentage of assets under management. Its advisory practice focuses on traditional wealth management rather than ESG-driven mandates, and it reports no multi-state or pension consulting specialization. Advisory activity is centered on discretionary portfolio management for individual and family clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds60%
- Exchange Traded Equities20%
- Cash & Cash Equivalents20%
Contacts
1 of 1George Frost
Managing MemberCRD 1074023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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