Orser Investment Advisors, Inc.

Orser Investment Advisors, Inc. (CRD# 114546) is a financial advisory firm headquartered in Houston, TX. They manage $21,750,150 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $131,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

TX

Financial Advisors at Orser Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Julie A. Orser Odermatt
CRD#: 1190962
3701 Kirby Drive, Suite 1010, Houston, TX 77098
83
Wealthminder
score

Julie Orser Odermatt (CRD# 1190962) is an Investment Advisor Representative working at Orser Investment Advisors, Inc. in Houston, TX and has over 33 years of experience in the finance industry.

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