Finser Investment Advisor
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Overview
Finser Investment Advisor is a financial advisory company located in San Antonio, Texas. It has $1.5 billion in total assets over 10 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 1 financial advisor. Finser Investment Advisor is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like stocks, bonds and options.
Finser Investment Advisor oversees zero of its accounts on a discretionary basis. Discretionary management means that buy and sell choices are made by an investment advisor without requiring client permission. The firm also has 10 non-discretionary accounts with a total of $1.5 billion in assets under management. The firm oversees roughly $146.6 million for every account. An average financial advisor at Finser Investment Advisor oversees around 10 client accounts, placing it among the more individualized advisor firms in the country.
Finser Investment Advisor's headquarters is located at 9601 Mcallister Fwy, Suite 301, San Antonio, Texas 78216-4633. Finser Investment Advisor is permitted to serve clients throughout 3 states, including Colorado, Nebraska and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Finser Investment Advisor by the Numbers
$1.5 billion
1
10
$146.6 million
Fee Structure
Financial management fees typically are based on the financial services offered. Fees charged by the company likely include the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Finser Investment Advisor provides services to banking institutions. Out of its 10 customers, Finser Investment Advisor's biggest client by number of accounts is banking institutions. None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Finser Investment Advisor does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Finser Investment Advisor
San Antonio, TX
San Antonio, TX
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