|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Banorte Asset Management Inc
✚
|
|
|---|---|
| CRD # | 290555 |
| SEC # | 801-114865 |
| CIK # | |
| AUM | $336.9 M (2025-06-25) |
| Employees | 32 (50% Investors, 56% Brokers) |
| Phone | 713-980-4600 |
| Address | 5075 Westheimer Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 560 | 100.4 |
| (b) Individuals (high net worth individuals) | 119 | 224.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 336.9 |
| By Discretionary | ||
| Discretionary | 634 | 202.9 |
| Non-Discretionary | 57 | 134.0 |
| Total | 691 | 336.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 329.2 | |
| United States Persons | 7.6 | |
| Total | 691 | 336.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paragon Financial Services
✚
|
VA | 0.3 |
|
Waterford Advisors LLC
✚
|
NY | 0.3 |
|
Manners Paul & Associates Inc
✚
|
GA | 0.3 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |
|
Sutton Place Investors LLC
✚
|
NY | 0.3 |
|
Paragon Financial Partners Inc
✚
|
CA | 0.3 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.3 |
|
Palm Valley Capital Management LLC
✚
|
FL | 0.3 |
|
Poinciana Advisors Group LLC
✚
|
FL | 0.3 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.3 |