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Banorte Asset Management, Inc. CRD 290555
$661M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5075 Westheimer Suite 975W, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-17 |
Branch Locations
9950 Woodloch Forest Dr Suite 1250, The Woodlands, TX 77380 • United States
5075 Westheimer Suite 975W, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banorte Securities International, Ltd. | Houston | TX | 09/2013 | Present |
| Banorte Asset Management, Inc. | Houston | TX | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-11 |
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