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).

By the Numbers
  • Total Assets Under Management
    973
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
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 19 years of experience in the finance industry.

2
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 19 years of experience in the finance industry.

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