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Benjamin Russell Warlow

Frost Investment Advisors, LLC

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About Benjamin Russell Warlow

Benjamin Russell Warlow is an Investment Advisor Representative at Frost Investment Advisors, LLC. Benjamin holds a Series 65 license and has been in the industry since 2016. Benjamin specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Investment Companies. Benjamin is based in San Antonio, Texas.

Firm Information

Benjamin Warlow is currently registered with Frost Investment Advisors, LLC. Frost Investment Advisors, LLC is an investment advisor registered with the SEC. The firm, headquartered in San Antonio, Texas, provides portfolio management services for businesses, individuals, and investment companies. Their regulatory assets under management total $4.94 billion across 11 accounts. They primarily serve insurance companies, investment companies, and endowments.
Frost Investment Advisors, LLC

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$4.94B

Assets Under Management

3

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Provide models to 3rd parties and receive asset-based fees

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Benjamin Warlow’s Registration & Firm History

TX

09/22/2021 - Present

Frost Investment Advisors, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 09/22/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Russell Warlow.
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