FINSER INVESTMENT ADVISOR
CRD #142570 SEC #801-67528 SAN ANTONIO, TX 210-224-5492
SEC Registered
Total AUM
$1.4B
Discretionary
$0
Employees
1
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.4B | $0 | $1.4B | 1 | 10 |
| Sep 2024 | $1.5B | $0 | $1.5B | 1 | 10 |
| Sep 2023 | $1.6B | $0 | $1.6B | 1 | 0 |
| Sep 2022 | $1.5B | $0 | $1.5B | 1 | 0 |
| Sep 2021 | $973M | $0 | $973M | 1 | 0 |
| Sep 2020 | $1B | $0 | $1B | 1 | 0 |
| Sep 2020 | $1B | $0 | $1B | 1 | 0 |
| Aug 2019 | $953.6M | $0 | $953.6M | 1 | 0 |
| Nov 2018 | $860.8M | $0 | $860.8M | 1 | 0 |
| Aug 2018 | $860.8M | $0 | $860.8M | 1 | 0 |
| Aug 2017 | $664.7M | $0 | $664.7M | 1 | 1 |
| Feb 2017 | $811M | $0 | $811M | 2 | 1 |
| Oct 2016 | $811M | $0 | $811M | 3 | 1 |
| Sep 2016 | $811M | $0 | $811M | 3 | 1 |
| Aug 2015 | $1B | $0 | $1B | 3 | 1 |
| Sep 2014 | $1.1B | $0 | $1.1B | 3 | 1 |
| Sep 2013 | $953.5M | $0 | $953.5M | 3 | 1 |
| Sep 2012 | $875.4M | $0 | $875.4M | 1 | 1 |
| Feb 2012 | $868.9M | $0 | $868.9M | 1 | 0 |
| Jul 2011 | $656.7M | $0 | $656.7M | 5 | -- |
| Jul 2010 | $675.5M | $0 | $675.5M | 5 | -- |
| Aug 2007 | $408.9M | $0 | $408.9M | 5 | -- |
| May 2007 | $377.6M | $0 | $377.6M | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees1
Clients10
DateSep 2024
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees1
Clients10
DateSep 2023
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees1
Clients0
DateSep 2022
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees1
Clients0
DateSep 2021
Total AUM$973M
Discretionary$0
Non-Disc.$973M
Employees1
Clients0
DateSep 2020
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees1
Clients0
DateSep 2020
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees1
Clients0
DateAug 2019
Total AUM$953.6M
Discretionary$0
Non-Disc.$953.6M
Employees1
Clients0
DateNov 2018
Total AUM$860.8M
Discretionary$0
Non-Disc.$860.8M
Employees1
Clients0
DateAug 2018
Total AUM$860.8M
Discretionary$0
Non-Disc.$860.8M
Employees1
Clients0
DateAug 2017
Total AUM$664.7M
Discretionary$0
Non-Disc.$664.7M
Employees1
Clients1
DateFeb 2017
Total AUM$811M
Discretionary$0
Non-Disc.$811M
Employees2
Clients1
DateOct 2016
Total AUM$811M
Discretionary$0
Non-Disc.$811M
Employees3
Clients1
DateSep 2016
Total AUM$811M
Discretionary$0
Non-Disc.$811M
Employees3
Clients1
DateAug 2015
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees3
Clients1
DateSep 2014
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees3
Clients1
DateSep 2013
Total AUM$953.5M
Discretionary$0
Non-Disc.$953.5M
Employees3
Clients1
DateSep 2012
Total AUM$875.4M
Discretionary$0
Non-Disc.$875.4M
Employees1
Clients1
DateFeb 2012
Total AUM$868.9M
Discretionary$0
Non-Disc.$868.9M
Employees1
Clients0
DateJul 2011
Total AUM$656.7M
Discretionary$0
Non-Disc.$656.7M
Employees5
Clients--
DateJul 2010
Total AUM$675.5M
Discretionary$0
Non-Disc.$675.5M
Employees5
Clients--
DateAug 2007
Total AUM$408.9M
Discretionary$0
Non-Disc.$408.9M
Employees5
Clients--
DateMay 2007
Total AUM$377.6M
Discretionary$0
Non-Disc.$377.6M
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--