Finser Investment Advisor

Finser Investment Advisor (CRD# 142570) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,030,067,913 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
106 S. St. Mary's Street, Suite 600, San Antonio, TX 78205
By the Numbers
  • Total Assets Under Management
    1,030
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $147,152,559
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
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.

NE, TX

Financial Advisors at Finser Investment Advisor
Showing 1 - 2 of 2 top financial advisors.
1
Vincent Myers, financial advisor San Antonio TX
Vincent E. Myers
CRD#: 871153
106 S. St. Marys Street, Suite 600, San Antonio, TX 78205
93
Wealthminder
score

Vincent Myers (CRD# 871153) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 14 years of experience in the finance industry.

2
Frederick Baker, financial advisor San Antonio TX
Frederick L. Baker
CRD#: 10692
106 S. St. Marys Street, Suite 600, San Antonio, TX 78205
61
Wealthminder
score

Frederick Baker (CRD# 10692) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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