Overview
Assets Under Management: $214 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 47
Average Client Assets: $3.2 million
Frequently Asked Questions
FINSER INTERNATIONAL CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153810), FINSER INTERNATIONAL CORPORATION is subject to fiduciary duty under federal law.
FINSER INTERNATIONAL CORPORATION is headquartered in CORAL GABLES, FL.
FINSER INTERNATIONAL CORPORATION serves 47 high-net-worth clients according to their SEC filing dated September 24, 2018. View client details ↓
According to their SEC Form ADV, FINSER INTERNATIONAL CORPORATION offers portfolio management for individuals. View all service details ↓
FINSER INTERNATIONAL CORPORATION manages $214 million in client assets according to their SEC filing dated September 24, 2018.
According to their SEC Form ADV, FINSER INTERNATIONAL CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.58%
Average Client Assets: $3.2 million
Total Client Accounts: 220
Discretionary Accounts: 47
Non-Discretionary Accounts: 173
Regulatory Filings
CRD Number: 153810
Filing ID: 1242247
Last Filing Date: 2018-09-24 16:24:00