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Building 2FINSER INVESTMENT ADVISOR

Map pinSAN ANTONIO, TX
Phone210-224-5492
NotebookSEC #801-67528
Total AUM
$1.4B
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9601 MCALLISTER FWY, SUITE 301
SAN ANTONIO
TX 78216-4633
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
210-224-5492

ReceiptFinancials

Total AUM
$1.4B
Accounts
10
Discretionary
$0
Accounts
0
Non-Discretionary
$1.4B
Accounts
10

ContactClients

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Banking Clients
10
AUM
$1.4B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONETX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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