Overview
Assets Under Management: $337 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 119
Average Client Assets: $2 million
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