Selena
Grupp
Frost Investment Services
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About this Advisor
Selena Grupp is a financial advisor operating out of San Antonio, Texas who has 1 year of industry experience. Grupp works at Frost Investment Services. Grupp has gained experience at Frost Bank and Frost Brokerage Services. Grupp has a Series 63 license, which qualifies them as a securities representative, and can serve investors in Texas. Frost Investment Services is an advisory company that has its headquarters in San Antonio, TX. It has offices in 50 locations and a total of 105 advisors. It oversees $2 billion in assets among its 2,897 accounts, placing it among the largest firms in the country by assets under management. The firm serves four charitable organizations. Of its 2,897 customer accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Selena Grupp Work History
Selena has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Selena Grupp 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
San Antonio, TX
San Antonio, TX
Spring, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
