FINSER INVESTMENT ADVISOR
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds75%
- State & Local Bonds22%
- Other3%
Owners & executives
2 of 2VINCENT MYERS
President, Chief Compliance OfficerCRD 871153
FREDERICK BAKER
Chairman and Chief Executive OfficerCRD 10692
Contacts
2 of 2CARLA BAKER
DirectorCRD 5277474
Matthew Holmes
DirectorCRD 6759428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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