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Building 2SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV

Map pinMEXICO CITY
Phone5552519309
NotebookSEC #801-135381
Total AUM
$553.4M
Employees
6
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6
MEXICO CITY
05120
Mexico
Operating Hours
7:30AM - 3:00PM
Monday - Friday
Phone
5552519309

ReceiptFinancials

Total AUM
$553.4M
Accounts
515
Discretionary
$553.4M
Accounts
514
Non-Discretionary
$2.8K
Accounts
1

ContactClients

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Individual Clients
272
AUM
$75.5M
HNW Individual Clients
85
AUM
$186.9M
Banking Clients
6
AUM
$20.9M
Pooled Vehicle Clients
2
AUM
$140.1M
Pension/Profit Sharing Plan Clients
1
AUM
$10.9M
Charitable Organization Clients
1
AUM
$11.6M
Insurance Company Clients
1
AUM
$88.2M
Corporation or Business Clients
20
AUM
$19.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUBADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order Entry
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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