Orser Investment Advisors, Inc.

Orser Investment Advisors, Inc. (CRD# 114546) is a financial advisory firm headquartered in , . They manage $22,679,197 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $348,911
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
Houston, TX
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 34 years of experience in the finance industry.

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