Frost Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
184
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 recorded in FINTRX as a corporation that has been SEC-registered since 1986. The snapshot lists the owner type as a domestic entity and/or individual and classifies the firm as Unclassified. The profile flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the FINTRX record. The FINTRX entry provides minimal descriptive detail about the firm's business model: advisory activities, fee structure and client base are not populated in the dataset. The name implies a focus on brokerage services, but the available fields do not supply the firm’s advisory offerings or investment mandate.

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
  • Jack Repa

    Jack Repa

    Chief Compliance OfficerCRD 2558740

  • Christopher Walsh

    Christopher Walsh

    Chief Operations OfficerCRD 2580114

Contacts

3 of 182
  • James Holland

    James Holland

    Financial AdvisorCRD 5640863

  • Ashley Ferguson

    Ashley Ferguson

    Senior Vice PresidentCRD 5667123

  • Arturo Inigo

    Private BankerCRD 5756558

Unlock 179 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