Duane
Pettis

Frost Investment Advisors, LLC

CRD#7507742
Investment Advisor
in San Antonio, TX

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About this Advisor

Duane Pettis is a financial advisor based in San Antonio, Texas, working with Frost Investment Advisors, LLC. Duane has previously held positions at Frost Investment Advisors, LLC, Frost Bank, Texas Workforce Commission, and Vantage Labs Intl. Duane has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Duane is part of Frost Investment Advisors, LLC, which operates out of San Antonio, Texas. The firm has 30 employees and manages assets totaling $4.2 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Frost Investment Advisors, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

111 West Houston Street 10Th Floor
San Antonio, TX 78205

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Frost Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$4,179,901,223

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

30

TX Average: 49
Total Number of Accounts

13

TX Average: 2,315
Average Account Size

$321,530,863

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Duane Pettis Work History

2021 - Present (4 years)

Frost Investment Advisors, LLC

2021 - 2021 (< 1 year)

Frost Bank

2020 - 2020 (< 1 year)

Texas Workforce Commission

2012 - 2018 (6 years)

Vantage Labs Intl

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Duane Pettis 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 Advisors, LLC

Alexander Rokowski
San Antonio, TX
Thomas Bergeron
San Antonio, TX
Christopher Cook
San Antonio, TX
Jonathan Waite
San Antonio, TX
Alexander Stewart
San Antonio, TX
Charles Ross
San Antonio, TX
Olivier Dardant
San Antonio, TX
Ryan Struski
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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