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FINSER INVESTMENT ADVISOR
9601 Mcallister Fwy, Suite 301
San Antonio, Texas 78216-4633
Tel: 210-224-5492
About FINSER INVESTMENT ADVISOR
FINSER INVESTMENT ADVISOR, formally registered with the SEC as FINSER INVESTMENT ADVISOR. The firm was established in 01/26/2007. They have over 1 offices throughout the country.
FINSER INVESTMENT ADVISOR is a San Antonio, Texas based Financial Planning firm with nearly $1,459,244,992 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142570 |
| SEC# | 801-67528 |
| Assets Managed by Firm | $1,459,244,992 |
| No. of Clients | 10 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $1,459,244,992 |
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