|
⚲
|
| Banorte Asset Management Inc
✚
|
|
|---|---|
| CRD # | 290555 |
| SEC # | 801-114865 |
| CIK # | |
| AUM | $139.4 MM (2023-03-31) |
| Employees | 14 (64% Investors, 100% Brokers) |
| Phone | 713-980-4600 |
| Address | 5075 Westheimer Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 72.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 545 | 64.0 |
| Total | 598 | 139.4 |
| By Discretionary | ||
| Discretionary | 546 | 64.4 |
| Non-Discretionary | 52 | 74.9 |
| Total | 598 | 139.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 139.4 | |
| United States Persons | 0.0 | |
| Total | 598 | 139.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Talisman Wealth Advisors LLC
✚
|
NJ | 0.1 |
|
D'Arcy Capital Management LLC
✚
|
CA | 0.1 |
|
Gasber Financial Advisors Inc
✚
|
CA | 0.1 |
|
Outfitter Financial LLC
✚
|
ME | 0.1 |
|
RFM Financial Solutions LLC
✚
|
MI | 0.1 |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.1 |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.1 |
|
Define Financial LLC
✚
|
CA | 0.1 |
|
Independent Wealth Management LLC
✚
|
MI | 0.1 |
|
Worth Financial Advisory Group LLC
✚
|
NC | 0.1 |