Banorte Asset Management Inc

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Assets, Funds, Holdings

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Banorte Asset Management Inc
CRD #290555
SEC #801-114865
CIK #
AUM $217.6 MM (2024-03-21)
Employees 14 (64% Investors, 100% Brokers)
Phone713-980-4600
Address5075 Westheimer
Houston, TX 77056
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 64 98.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 1.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 70.1
(n) Other 503 63.6
Total 576 233.3
By Discretionary
Discretionary 515 87.3
Non-Discretionary 61 146.0
Total 576 233.3
By Non-United States Persons
Non-United States Persons 228.2
United States Persons 5.1
Total 576 233.3
Comparable Firms State AUM ($BB)
Financial Steward Associates LLC
CO 0.2
Family Wealth Planning Partners LLC
KY 0.2
Verity Wealth Advisors LLC
CA 0.2
American Wealth Management Inc
GA 0.2
MFG Family Office LLC
0.2
Capital Financial Advisors of New York LLC
NY 0.2
Power Asset Management LLC
CA 0.2
Epiqwest Culver Wealth Advisors LLC
CO 0.2
Victus Captial Wealth LLC
CA 0.2
Lederer & Associates Investment Counsel
CA 0.2
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