Overview
Assets Under Management: $337 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 119
Average Client Assets: $2 million
Frequently Asked Questions
BANORTE ASSET MANAGEMENT, INC. 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 #290555), BANORTE ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BANORTE ASSET MANAGEMENT, INC. is headquartered in HOUSTON, TX.
BANORTE ASSET MANAGEMENT, INC. serves 119 high-net-worth clients according to their SEC filing dated June 25, 2025. View client details ↓
According to their SEC Form ADV, BANORTE ASSET MANAGEMENT, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
BANORTE ASSET MANAGEMENT, INC. manages $337 million in client assets according to their SEC filing dated June 25, 2025.
According to their SEC Form ADV, BANORTE ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 691
Discretionary Accounts: 634
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 290555
Filing ID: 1999914
Last Filing Date: 2025-06-25 11:50:00
Website: https://banortesecurities.com