Overview
Assets Under Management: $553 million
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Frequently Asked Questions
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV 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 #339845), SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV is subject to fiduciary duty under federal law.
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV serves 85 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV manages $553 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 515
Discretionary Accounts: 514
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 339845
Filing ID: 2036217
Last Filing Date: 2026-01-22 11:22:03