SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
Total AUM
$553.4M
Employees
6Clients
388Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6
MEXICO CITY
05120
Mexico
MEXICO CITY
05120
Mexico
Operating Hours
7:30AM - 3:00PM
Monday - Friday
Monday - Friday
Phone
5552519309
Financials
Total AUM
$553.4M
Accounts
515Discretionary
$553.4M
Accounts
514Non-Discretionary
$2.8K
Accounts
1
Clients
Individual Clients
272AUM
$75.5M
HNW Individual Clients
85AUM
$186.9M
Banking Clients
6AUM
$20.9M
Pooled Vehicle Clients
2AUM
$140.1M
Pension/Profit Sharing Plan Clients
1AUM
$10.9M
Charitable Organization Clients
1AUM
$11.6M
Insurance Company Clients
1AUM
$88.2M
Corporation or Business Clients
20AUM
$19.3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUBADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order Entry
State Registrations
None reported
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.