F
$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2023
- Office Locations
- 1
Office Locations
-- Provincetown MA
About Frost Investment Partners, LLC
Frost Investment Partners, LLC is a Provincetown-based RIA. The firm has been operating for 3 years. Managing $8.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
G
GEORGE FROST
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Partner
- CRD
- #1074023
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,720,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,720,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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