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BANORTE ASSET MANAGEMENT, INC.

HOUSTON, TX · CRD 290555 · IAPD ↗ · 713-980-4600

$661.2MRegulatory AUM
17Advisory reps
40Employees
0Clients
n/aPlanning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BANORTE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($336.9M -> $661.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — BANORTE ASSET MANAGEMENT, INC. reported RAUM up 55% ($217.6M -> $336.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — BANORTE ASSET MANAGEMENT, INC. grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — BANORTE ASSET MANAGEMENT, INC. grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.