Finser Investment Advisor
Finser Investment Advisor (CRD# 142570) is a financial advisory firm headquartered in San Antonio, TX. They manage $972,996,318 in 10 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Finser Investment Advisor
By the Numbers
-
Total Assets Under Management973MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$97,299,632
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CO, NE, TX
Financial Advisors at Finser Investment Advisor
1
Frederick Baker (CRD# 10692) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 19 years of experience in the finance industry.
2
Vincent Myers (CRD# 871153) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.