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Manager / Managing Director /product Development and Asset Allocation · Frost Investment Advisors, LLC

Timothy P. Altree

CRD 2834757 · Named on Form ADV at one SEC-registered adviser

At a glance

Frost Investment Advisors, LLC, an SEC-registered asset manager based in SAN Antonio, TX with $5.4 billion in regulatory assets, lists Timothy P. Altree on its Form ADV as Manager / Managing Director /product Development and Asset Allocation, a control person.

Firms and roles

  • Frost Investment Advisors, LLCManager / Managing Director /product Development and Asset AllocationAsset manager · SAN Antonio, TX · $5.4B in regulatory assets

AtlasMembers

Timothy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Robert D. PfeiferManaging Director / Chief Compliance Officer, Frost Investment Advisors, LLC
  • Jeffery A ElswickManaging Director / Director of Fixed Income / Senior Fund Manager / Co-Cio, Frost Investment Advisors, LLC
  • Michael D. BensonManager, Frost Investment Advisors, LLC
  • Alan R. AdelmanSenior Research Analyst / Senior Fund Manager, Frost Investment Advisors, LLC
  • Carol J. SeverynManager, Frost Investment Advisors, LLC

5 more people named with Timothy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.