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BANORTE ASSET MANAGEMENT, INC.
CRD 290555 · SEC 801-114865
5075 WESTHEIMER, SUITE 975W, HOUSTON, TX, 77056, United States
Phone
713-980-4600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$661.2M
Discretionary AUM
$516.8M
Team
40 total employees; 17 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 747 | $184.7M |
| High net worth individuals | 93 | $382.5M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 28 | $92.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD