|
⚲
|
| Keyboard |
| Finser Investment Advisor
✚
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|
|---|---|
| CRD # | 142570 |
| SEC # | 801-67528 |
| CIK # | |
| AUM | 1,416.9 M (2025-08-25) |
| 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 | 1,416.9 |
| (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 | 1,416.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 1,416.9 |
| Total | 10 | 1,416.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,416.9 | |
| Total | 10 | 1,416.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
TEMA ETFS LLC
✚
|
NY | 1,456.0 M |
|
Electra Capital Advisors LLC
✚
|
PA | 1,453.8 M |
|
ROC360 Advisors LLC
✚
|
NY | 1,445.1 M |
|
Ironshore Financial LLC
✚
|
1,436.9 M | |
|
Sentry Investment Management LLC
✚
|
WI | 1,434.0 M |
|
Truemark Investments LLC
✚
|
IL | 1,419.4 M |
|
Leader Capital Corp
✚
|
WA | 1,410.2 M |
|
Polymer Capital Management US LLC
✚
|
NY | 1,405.2 M |
|
Thorofare LLC
✚
|
CA | 1,403.8 M |
|
Silicon Valley Retirement Services LLC
✚
|
CA | 1,401.5 M |