CRD: 290555
Banorte Asset Management, Inc.
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- Custodian
- Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Alpha optimaFusion timber +more
- 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.
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Investment Themes
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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%
Prime summit
Eagle atlas ember
- CRD
- #91679
- Ownership
- 46.1%
Showing 2 of 11 owners & executives
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MARCELO ANDRES GOMEZ
Vice President
- CRD
- #6436510
Juan Carlos Barraza
--
- CRD
- #2979487
Horizon legacy
Glacier vector pioneer
- CRD
- #94705
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
Total SMA Asset: $661,189,262
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,145,679,368 | 72.1% |
| Cash | $217,694,970 | 13.7% |
| Corporate - Investment Grade | $225,640,042 | 14.2% |
| Total | $1,589,014,380 | 100.0% |