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FINSER INVESTMENT ADVISOR
CRD 142570 · SEC 801-67528
9601 MCALLISTER FWY, SUITE 301, SAN ANTONIO, TX, 78216-4633, United States
Phone
210-224-5492
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-08-25
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 10 | $1.42B |
States served
CO, NE, TX
Official SEC filing: View on IAPD