Unclaimed Profile

Xavier Ernesto Ibarrola

BANORTE ASSET MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 66Clean record8 years registeredBANORTE ASSET MANAGEMENT, INC.

5075 WESTHEIMER, HOUSTON, TX 77056CRD# 2798150Firm CRD# 290555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Xavier Ernesto Ibarrola · HOUSTON, TX

Registration

CRD #2798150 · BANORTE ASSET MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANORTE ASSET MANAGEMENT, INC.

BANORTE ASSET MANAGEMENT, INC.

Oct 2019 – Mar 2024

HOUSTON, TX

MORGAN STANLEY

Jan 2018 – Sep 2019

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 2, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANORTE ASSET MANAGEMENT, INC.

CRD 290555 · SEC 801-114865

AUM

$218M

Regulatory assets under management

Employees

571 client accounts

Services offered by BANORTE ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANORTE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Xavier Ernesto Ibarrola offer?

Xavier Ernesto Ibarrola specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Xavier Ernesto Ibarrola's credentials?

Xavier Ernesto Ibarrola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Xavier Ernesto Ibarrola located?

Xavier Ernesto Ibarrola is based in HOUSTON, Texas, last registered with BANORTE ASSET MANAGEMENT, INC..

How does Xavier Ernesto Ibarrola charge for services?

Xavier Ernesto Ibarrola's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANORTE ASSET MANAGEMENT, INC.?

BANORTE ASSET MANAGEMENT, INC. has approximately 29 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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