Antonio Teruggi Pereda

Banorte Asset Management, INC.

18 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Banorte Asset Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

17 advisors

Number of Clients

691 clients

Average Client Portfolio

$487K average

Assets Under Management

$336.9M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

1330 Lake Robbins, Suite 410, The Woodlands, TX, 77380

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Banorte Asset Management, INC.

July 2019 - Present · 6 yrs 7 mos

Banorte Securities International, LTD.Broker

August 2014 - Present · 11 yrs 6 mos

Previous Registrations

Actinver Securities, INC.Broker

March 2014 - July 2014 · 4 mos

Vectorglobal WmgBroker

July 2009 - January 2014 · 4 yrs 6 mos

Invex, INC.Broker

February 2006 - August 2008 · 2 yrs 6 mos

State Registrations6 states

CAGAINNYSDTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.