Guillermo Pena Facio

Banorte Asset Management, INC.

2 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

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

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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

Binvesting

June 2025 - Present · 8 mos

Banorte Asset Management, INC.

January 2024 - Present · 2 yrs 1 mo

Banorte Securities International, LTD.Broker

August 2023 - Present · 2 yrs 6 mos

State Registrations2 states

FLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.