Banorte Asset Management, INC.

Assets Under Management

$336.9M

Number of Clients

691

Number of Advisors

17

Average Client AUM

$487K

AUM per Advisor

$19.8M

Compensation

Fee-Only (AUM)

About This Firm

BAM Digital is an online platform offering investment management services through a wrap fee program. BCP Global provides sub-advisory services, managing client accounts based on an algorithm driven by client questionnaire responses. Clients open accounts with Interactive Brokers for custody and brokerage services.

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

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

17 Advisors at this firm

Banorte Asset Management, Inc. | TrueAdvisor