Chinh
Tu

Frost Investment Services

CRD#6016362
Investment Advisor
in Stafford, TX

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About this Advisor

Chinh Tu is a financial advisor based in Stafford, Texas, working with Frost Investment Services. Chinh has previously held positions at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Frost Brokerage Services, Inc, and Frost Investment Services. Chinh has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Chinh is part of Frost Investment Services, which operates out of Stafford, Texas. The firm has 50 offices and 166 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Frost Investment Services includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

3671 South Main
Stafford, TX 77477

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,737,039,224

TX Average: $3,042,739,679
Total Number of Employees

166

TX Average: 49
Total Number of Accounts

2,792

TX Average: 2,315
Average Account Size

$980,315

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Chinh Tu Work History

2024 - Present (0 year)

Frost Brokerage Services, Inc

2022 - Present (2 years)

Frost Brokerage Services, Inc

2022 - Present (2 years)

Frost Investment Services

2012 - 2022 (10 years)

J.P. Morgan Securities LLC

2011 - 2022 (11 years)

Jpmorgan Chase Bank

Disclosures

Please visit the SEC profile of Chinh Tu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frost Investment Services

Mark Itnyre
San Antonio, TX
Kyle Snyder
Southlake, TX
Kyle Gregory
San Antonio, TX
Duncan Morrow
San Antonio, TX
Jake Fortenberry
San Antonio, TX
Michael Valadez
San Antonio, TX
Carina Diaz
San Antonio, TX
Thomas Cagle
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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