Banorte Securities International, Ltd.

Broker-DealerFINRA MemberEst. 1992
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
30648
Registered since
August 10, 1992

Firm profile

FINTRX

Overview

Banorte Securities International, Ltd. is a corporation that has been registered with the SEC since 1992. The entity is owned by a combination of a domestic corporate owner and an individual owner and is classified in public records as "unclassified," suggesting its filings do not place it into a more specific advisory subcategory. The firm's public snapshot flags several operational attributes: it is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Those designations indicate a relatively narrow set of self-declared advisory roles in the available records. The publicly available profile provides limited detail about client segments, fee structures, or specific advisory programs and mandates. Banorte Securities International, Ltd. is noted to operate from multiple sites, though address-level office information is not included in the snapshot.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jose Rodriguez

    Jose Rodriguez

    Chief Executive OfficerCRD 4392639

  • Juan Carlos Barraza

    Juan Carlos Barraza

    CIOCRD 2979487

  • Joaquin Sanchez Hernandez

    Joaquin Sanchez Hernandez

    Chief Investment OfficerCRD 2708344

Contacts

3 of 24
  • Maria Hernandez

    Maria Hernandez

    Director of Strategic GrowthCRD 5697097

  • Ignacio Perezanta Ordonez

    Ignacio Perezanta Ordonez

    Wealth Management AdvisorCRD 5262904

  • Salomon Lahana

    Salomon Lahana

    Wealth AdvisorCRD 4318862

Unlock 21 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5075 Westheimer Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth