Finser Investment Advisor

Finser Investment Advisor (CRD# 142570) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,642,694,287 in 10 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

9601 Mcallister Fwy, Suite 301, San Antonio, TX 78216

By the Numbers

Total Assets Under Management

1,643

MILLION
Total Number of Accounts

10

ACCOUNTS
Average Account Value

$164,269,429

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

The map below shows states where this firm has explicit registration only.

CO, NE, TX

Financial Advisors at Finser Investment Advisor

Showing 1 - 2 of 2 top financial advisors.

Frederick L. Baker

CRD#: 10692

106 S. St. Marys Street, Suite 600, San Antonio, TX 78205

Frederick Baker (CRD# 10692) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 21 years of experience in the finance industry.

Vincent E. Myers

CRD#: 871153

106 S. St. Marys Street, Suite 600, San Antonio, TX 78205

Vincent Myers (CRD# 871153) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 21 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals