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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Finser Investment Advisor
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| CRD # | 142570 |
| SEC # | 801-67528 |
| CIK # | |
| AUM | $1.5 B (2024-09-20) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 210-224-5492 |
| Address | 9601 Mcallister Fwy, Suite 301 San Antonio, TX 78216-4633 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 10 | 1,459.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 1,459.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 1,459.2 |
| Total | 10 | 1,459.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,459.2 | |
| Total | 10 | 1,459.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIP Management US Inc
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|
NY | 1.5 |
|
Equitable Investment Management LLC
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|
NY | 1.5 |
|
Nebrodi Partners LLC
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|
CT | 1.5 |
|
Kyobo Life Asset Management America Co Ltd
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|
NY | 1.5 |
|
Cougar Global Investments Limited
✚
|
1.5 | |
|
Accolade Investment Advisory LLC
✚
|
OH | 1.5 |
|
FS Structured Products Advisor LLC
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|
PA | 1.4 |
|
Defiance ETFS LLC
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|
FL | 1.4 |
|
Apollo Capital Credit Adviser LLC
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|
NY | 1.4 |
|
DWS Investments Australia Limited
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|
1.4 |