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Arturo Inigo

Frost Investment Services
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Frost Investment Services
Compensation
Fee-Only (AUM)
Firm Size
178 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee

Location

111 West Houston Street, San Antonio, TX, 78205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Frost Investment Services
June 2022 - Present · 3 yrs 8 mos
Frost Brokerage Services, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Amerant Investments, INC.
March 2022 - April 2022 · 1 mo
Amerant Investments, INC.Broker
March 2022 - April 2022 · 1 mo
Frost Investment Services
January 2022 - February 2022 · 1 mo
Frost Investment Services
November 2021 - December 2021 · 1 mo
Frost Brokerage Services, INC.Broker
November 2021 - February 2022 · 3 mos
PNC Managed Account Solutions, INC.
August 2017 - October 2021 · 4 yrs 2 mos
Bbva Securities INC.Broker
July 2017 - October 2021 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - July 2017 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - July 2017 · 1 yr 2 mos
Bbva Securities INC.Broker
December 2015 - April 2016 · 4 mos
Chase Investment Services CORP.Broker
April 2010 - March 2011 · 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.