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SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV

MEXICO CITY, Mexico · CRD 339845 · IAPD ↗ · summa-corporation.com · 5552519309

$553.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
0States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

68
April 2026 — SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV (MEXICO CITY, Mexico) is newly SEC-registered with $553.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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