Banorte Asset Management, Inc.

Overview

Banorte Asset Management, Inc. is a corporate, SEC-registered registered investment adviser (since 2019) operating as a non-independent retail RIA and identified as a capital allocator. The firm serves both individual and family clients as well as institutional accounts, and it charges fees based on a percentage of assets under management. Its advisory work includes direct portfolio management for individuals and small businesses and the selection of third‑party advisers, and it also functions as a salesperson for other financial products. The firm is not marked as an active ESG investor and is classified as a single-state adviser rather than a multi-state operator. Banorte lists affiliations across the financial services ecosystem: broker‑dealer, other investment adviser, banking or thrift institution, and insurance company. Those ties, together with the non‑independent retail designation, suggest the firm operates within a broader product and distribution network rather than as a stand‑alone independent RIA.

Assets & Accounts

Investments & Alternatives