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Home > Retirement Planners > texas > houston > BANORTE ASSET MANAGEMENT, INC.
BANORTE ASSET MANAGEMENT, INC.
5075 Westheimer
Suite 975w
Houston, Texas 77056
Tel: 713-980-4600
About BANORTE ASSET MANAGEMENT, INC.
BANORTE ASSET MANAGEMENT, INC, formally registered with the SEC as BANORTE ASSET MANAGEMENT, INC. The firm was established in 03/25/2019. They have over 2 offices throughout the country.
BANORTE ASSET MANAGEMENT, INC. is a Houston, Texas based Financial Planning firm with nearly $217,562,323 assets under management, offering retirement planning & investment advisory services to 571 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290555 |
| SEC# | 801-114865 |
| Assets Managed by Firm | $217,562,323 |
| No. of Clients | 571 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (WRAP FEE PROGRAM)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 571 | $217,562,323 |
| High net worth individuals | 64 | $101,045,542 |
| Charitable organizations | 2 | $1,956,891 |
| Corporations or other businesses | 6 | $49,011,949 |
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