Mark
Itnyre

Frost Investment Services

CRD#3275915
Investment Advisor
in Austin, TX
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About this Advisor

Mark Itnyre is a certified financial planner who is based in Austin, Texas. Currently a registered advisor with Frost Investment Services, they have accrued 10 years of professional experience in the financial advisory industry. Itnyre holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Itnyre is able to advise clients in Texas. During their career, the advisor has held roles at Wells Fargo Investments, LLC, Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Frost Brokerage Services Inc, Frost Investment Services and Frost National Bank. Frost Investment Services is based out of Austin, Texas, and has five brick-and-mortar locations in the United States. Overall, Frost Investment Services manages $1 billion in assets throughout 922 client accounts and employs more than 91 people. The firm's total assets under management places it among the bigger financial advisory firms in the country. The firm manages 921 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Frost Investment Services provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

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

Disclosures

No

Office Location

1206 W 38Th Street
Austin, TX 78705

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Frost Investment Services Brokerage Details

Total Assets Under Management

$1,237,493,348

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

61

TX Average: 49
Total Number of Accounts

1,468

TX Average: 2,315
Average Account Size

$842,979

TX Average: $1,314,358

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Investment Advisory Services

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

Mark Itnyre Work History

Mark has 10 years of experience.

2017 - Present (2 years)

Frost Investment Services

2016 - Present (3 years)

Frost National Bank

2014 - Present (5 years)

Frost Brokerage Services Inc

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

2008 - 2014 (6 years)

Wells Fargo Bank, N.A

Disclosures

Mark Itnyre has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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