TrueAdvisor
TrueAdvisor
JR
JR

Julio Cesar Gil Recio

Banorte Asset Management, INC.
12 Years of Experience
Broker
View SEC Summary
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 Labe 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.

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Employment History
Current Registrations
Banorte Asset Management, INC.
July 2019 - Present · 6 yrs 7 mos
Banorte Securities International, LTD.Broker
October 2013 - Present · 12 yrs 4 mos
State Registrations5 states
AZCAFLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.