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Building 2BANORTE ASSET MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone713-980-4600
NotebookSEC #801-114865
Total AUM
$661.2M
Employees
40
Clients
869

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5075 WESTHEIMER
SUITE 975W
HOUSTON
TX 77056
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
713-980-4600
Other Offices
1

ReceiptFinancials

Total AUM
$661.2M
Accounts
869
Discretionary
$516.8M
Accounts
838
Non-Discretionary
$144.4M
Accounts
31

ContactClients

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Individual Clients
747
AUM
$184.7M
HNW Individual Clients
93
AUM
$382.5M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
28
AUM
$92.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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