FINSER INVESTMENT ADVISOR

RIASEC RegisteredEst. 2007
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$142M
Accounts
10
Employees
1
Advisory reps
4

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
142570
Registered since
January 26, 2007
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Finser Investment Advisor is a corporation that has been registered with the SEC since 2007. The firm focuses primarily on portfolio management for businesses and institutions, catering to an institutional client base. It operates as a registered representative of a broker-dealer, which allows it to offer a range of investment services. The firm does not engage in capital allocation or act as a pension consultant, and it does not have affiliations with related advisers. Finser Investment Advisor employs a fee structure based on a percentage of assets under management (AUM) as well as fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 75%, State & Local Bonds 22%, Other 3%75%
  • US Government Bonds75%
  • State & Local Bonds22%
  • Other3%

Owners & executives

2 of 2
  • VINCENT MYERS

    President, Chief Compliance OfficerCRD 871153

  • FREDERICK BAKER

    Chairman and Chief Executive OfficerCRD 10692

Contacts

2 of 2
  • CARLA BAKER

    DirectorCRD 5277474

  • Matthew Holmes

    DirectorCRD 6759428

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
9601 US Highway 281 N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth