Daniel Pavia

Frost Investment Advisors, LLC

6 Years of Experience

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Areas of Practice

Investment Management

Frost Investment Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

27 advisors

Number of Clients

10 clients

Average Client Portfolio

$508.0M average

Assets Under Management

$5.1B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

Location

111 West Houston Street, 10th Floor, 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.

Employment History

Current Registrations

Frost Investment Advisors, LLC

October 2019 - Present · 6 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.