CRD: 290555
Banorte Asset Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-23-2018
- Office Locations
- 2
Office Locations
About Banorte Asset Management, Inc.
Banorte Wealth Management is the corporate brand for Banorte Asset Management, Inc. (SEC-registered RIA) and affiliated Banorte entities. The firm provides wealth management and investment advisory services, brokerage through Banorte Securities International Ltd. (FINRA/SIPC), and brokerage custody/clearing via Pershing (BNY), with insurance offerings through its licensed affiliate—focused on intergenerational wealth and legacy planning.
Reported data analysis
What the numbers show
Between June 25, 2025 and May 19, 2026, reported AUM increased 96.3%, from $336.9M to $661.2M.
Across 5 reported observations, AUM increased 326.5% between December 19, 2022 and May 19, 2026, from $155.0M to $661.2M.
Of the latest reported AUM, 78.2% is discretionary and 21.8% is non-discretionary.
The firm reports 17 advisory representatives and 869 clients, or 51.1 clients per representative. That equates to $760.9K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
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- Investment Vehicles
- Services
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Owner & Executives
Miguel Angel Castellanos Hernandez
DIRECTOR OF HUMAN RESOURCES
- CRD
- --
- Ownership
- Less than 5%
Jorge Antonio Figueroa
CHIEF OPERATING OFFICER, OPERATIONS DIRECTOR
- CRD
- #7757962
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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MARCELO ANDRES GOMEZ
Vice President
- CRD
- #6436510
Juan Carlos Barraza
--
- CRD
- #2979487
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $516,791,604 | $616,696 |
| Non-Discretionary | $144,397,658 | $4,657,989 |
| Total | $661,189,262 | $760,862 |
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Separately Managed Accounts
SMA allocation detail is available
Banorte Asset Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.