| Name | Title | Ownership | Since |
|---|---|---|---|
| Carla Jane Baker Control | Director | Under 5% | 2006 |
| Fred L. Baker & Associates, Inc. Control | Owner | Over 75% | 2006 |
| Matthew Charles Holmes | Director | Under 5% | 2016 |
Finser Investment Advisor reports $1.4 billion in regulatory assets under management on its Form ADV.
Finser Investment Advisor reports 1 employees.
Finser Investment Advisor is based in San Antonio, TX and has been SEC-registered since 2007.
Finser Investment Advisor is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9601 McAllister Fwy, Suite 301, San Antonio, TX 78216-4633 |
| Phone | 210-224-5492 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $1.42B |
| Total (RAUM) | $1.42B |