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Timothy Paul Altree

Frost Investment Advisors, LLC

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About Timothy Paul Altree

Timothy Altree is a Registered Investment Advisor. Timothy has been working in the financial industry since 1998 and has extensive experience in financial planning, portfolio management, and investment management. Timothy is currently registered with Frost Investment Advisors, LLC and has also previously held positions with FROST BROKERAGE SERVICES, INC. and LAFFER ADVISORS INCORPORATED. Timothy is a highly experienced financial advisor with a strong track record of success in providing personalized financial advice to clients.

Firm Information

Timothy Altree 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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Timothy Altree’s Registration & Firm History

TX

01/15/2009 - Present

Frost Investment Advisors, LLC (SAN ANTONIO TX)

TX

11/16/2010 - 10/09/2013

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

TX

12/10/2008 - 01/23/2009

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

CA

02/19/1998 - 05/28/2008

LAFFER ADVISORS INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 02/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 02/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Paul Altree.
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