BANORTE ASSET MANAGEMENT, INC.

HOUSTON, Texas·10 registered advisors·CRD# 290555
SEC# 801-1148651713-980-4600
01

Firm Overview

AUM
$218M
Regulatory assets under management
Employees
29
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BANORTE ASSET MANAGEMENT, INC.

10 registered advisors
Alberto Hernandez
HOUSTON, Texas
Antonio Teruggi Pereda
HOUSTON, Texas
Carlos Antonio Mena
NEW YORK, New York
Diana E. Zepeda
HOUSTON, Texas
Jorge Eduardo Ibarra
HOUSTON, Texas
Jose Francisco Saa
NEW YORK, New York
Jose Ramon Rodriguez
HOUSTON, Texas
Juan Esteban Medina
HOUSTON, Texas
Juan Fernando Valdivieso
HOUSTON, Texas
ChFC
Xavier Ernesto Ibarrola
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
8 advisors
NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. BANORTE ASSET MANAGEMENT, INC. (CRD# 290555) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.