Marcelo Andres Gomez

CFP

Banorte Asset Management, INC.

10 Years of Experience

1 DisclosureBrokerSells Insurance

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

5075 Westheimer, Suite 975W, Houston, TX, 77056

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History

Regulatory History (1)

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Customer Dispute

April 2020

Denied

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Other Business ActivitiesSells Insurance

Marcelo is a co-founder/advisor for Zafe, an insurance deductible financing company, dedicating a few hours per week. He is also a limited partner in Mayfer LLC and a member/stockholder in Lurra Investments LLC, both real estate related ventures.

Employment History

Current Registrations

Banorte Asset Management, INC.

August 2023 - Present · 2 yrs 6 mos

Banorte Securities International, LTD.Broker

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Truist Advisory Services, INC.

September 2022 - July 2023 · 10 mos

Truist Investment Services, INC.Broker

September 2022 - July 2023 · 10 mos

Alterna Wealth Management, INC.

May 2015 - September 2022 · 7 yrs 4 mos

Alterna Securities, INC.Broker

March 2015 - September 2022 · 7 yrs 6 mos

State Registrations3 states

CAFLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.