|
⚲
|
| Keyboard |
| Banorte Asset Management Inc
✚
|
|
|---|---|
| CRD # | 290555 |
| SEC # | 801-114865 |
| CIK # | |
| AUM | 661.2 M (2026-05-19) |
| Employees | 40 (42% Investors, 52% Brokers) |
| Fees | |
| Minimum | |
| 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) | 747 | 184.7 |
| (b) Individuals (high net worth individuals) | 93 | 382.5 |
| (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 | 28 | 92.8 |
| (n) Other | 0 | 0.0 |
| Total | 869 | 661.2 |
| By Discretionary | ||
| Discretionary | 838 | 516.8 |
| Non-Discretionary | 31 | 144.4 |
| Total | 869 | 661.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 607.5 | |
| United States Persons | 53.7 | |
| Total | 869 | 661.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 549300XLNNX6P91GPD64 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ironwood Financial LLC
✚
|
AZ | 662.5 M |
|
Three Arch Wealth Management LLC
✚
|
CA | 662.4 M |
|
Harrell Investment Partners LLC
✚
|
TX | 662.4 M |
|
Westshore Wealth LLC
✚
|
CA | 662.4 M |
|
Kesler Norman & Wride LLC
✚
|
UT | 661.4 M |
|
Williams & Associates Inc
✚
|
MD | 661.1 M |
|
Riverwater Partners LLC
✚
|
WI | 660.9 M |
|
Holderness Investments Co
✚
|
NC | 660.7 M |
|
St James Investment Company LLC
✚
|
TX | 660.6 M |
|
Betterwealth LLC
✚
|
CA | 659.9 M |