Frost Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
183
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 appears in regulatory records with an SEC registration dating back to 1986. Ownership is described as a domestic entity and individual; the firm is classified in the dataset as "unclassified," and the provider did not supply standard descriptive fields such as business activities, advisory activities, fee structure, or client segments. The record indicates Frost Brokerage Services, Inc. does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the available data. Limited disclosure in the source means the firm’s operating model and client focus are not detailed in this dataset.

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 181
  • James Holland

    James Holland

    Financial AdvisorCRD 5640863

  • Ashley Ferguson

    Ashley Ferguson

    Senior Vice PresidentCRD 5667123

  • Arturo Inigo

    Private BankerCRD 5756558

Unlock 178 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth