Orser Investment Advisors, Inc.

Orser Investment Advisors, Inc. (CRD# 114546) is a financial advisory firm headquartered in , . They manage $31,781,813 in 158 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://facebook.com/feeonlyfiduciaryadvisor
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $201,151
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
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 Orser Odermatt, financial advisor Houston TX
Julie A. Orser Odermatt
CRD#: 1190962
Houston, TX

Julie Orser Odermatt (CRD# 1190962) is an Investment Advisor Representative working at Orser Investment Advisors, Inc. in Houston, TX and has over 40 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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