BANORTE ASSET MANAGEMENT, INC.

Overview

Banorte Asset Management, Inc. is a corporate registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses as well as the selection of third‑party advisers. It is registered with the SEC (since 2019) and lists business activities that include acting as an “other financial product salesperson.” Banorte reports affiliations across the financial services ecosystem—broker‑dealer relationships, other investment advisers, a banking or thrift institution, and an insurance company. The firm does not identify as an active ESG investor.

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Location & Offices