The Woodlands, TX Office

Team
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Banorte Asset Management, Inc.

Team

Firm-wide stats for Banorte Asset Management, Inc.

Total advisors

19

Across 2 offices

Clients per advisor

44 Low

Avg AUM per client

$675,219 Low

HNW client ratio

11% Very Low

About

Banorte Asset Management, Inc. (doing business as Banorte Wealth Advisors) serves individual and high‑net‑worth clients — including trusts, estates, charitable organizations, and business entities — with a client base concentrated in Latin America, particularly Mexican citizens. The firm provides discretionary and non‑discretionary portfolio management through its BAM Traditional program and a wrap‑fee digital advisory offering (B.A.M. Digital), and it offers institutional mutual fund share classes and unified managed account options.

The firm builds customized portfolios using seven model allocations (ranging from Short Duration and Fixed Income to multi‑asset mixes and a 100% equities sleeve) and employs individual securities, ETFs, mutual funds, structured notes, private investments, and third‑party model portfolios. B.A.M. Digital is offered as a white‑label discretionary program that uses sub‑advisory services from Xendia Global, the firm discloses the ability to recommend bonds issued by its parent company, and it does not include digital assets such as cryptocurrencies in its strategies.

Banorte AM is part of a broader Banorte group and maintains several affiliated entities — an affiliated broker‑dealer (Banorte Securities International), an affiliated insurance agency (Banorte Wealth Strategies), and an affiliated digital adviser (BInvesting) — and executes through the affiliate with clearing via Pershing; the brochure discloses these relationships and the firm’s compliance controls to address related conflicts. Compared with many team‑level advisers, it is atypical to have a significant non‑U.S. client base, to sponsor wrap‑fee programs including a white‑label robo‑platform, and to lack standalone financial planning services.

Based on Banorte Asset Management, Inc.

Expertise

Wealth management Passive / index investing Active portfolio management Private / alternative investments

Based on Banorte Asset Management, Inc.

Demographic focus

Immigrants

Based on Banorte Asset Management, Inc.

Location

9950 Woodloch Forest Dr, Suite 1250

The Woodlands TX 77380

Advisors at this office

7

Advisors at this office

user avatar

Victor B

Series 63, Series 66

The Woodlands, TX

Banorte Asset Management, Inc.

Victor Bujanda is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Banorte Asset Management and Banorte Securities International since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through customized portfolios, various investment vehicles, and a wrap-fee digital advisory program.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
user avatar

Brenda G

Series 63, Series 66

The Woodlands, TX

Banorte Asset Management, Inc.

Brenda Garcia Ayala is a financial advisor at Banorte Asset Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VectorGlobalWMG, Inc. from 2014 to 2021. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international client base with a focus on Latin America.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
user avatar

Aaron B

Series 63, Series 65

The Woodlands, TX

Banorte Asset Management, Inc.

Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international clientele with a focus on Latin America.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
user avatar

Mario H

Series 63, Series 66

The Woodlands, TX

Banorte Asset Management, Inc.

Mario Hank is a financial advisor at Banorte Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Banorte Asset Management since 2021 and Banorte Securities International, Ltd. since 2016. Outside of his advisory role, he manages a home rental property in Houston, Texas. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios, model portfolios ranging from fixed income to global equities, and integrates digital platforms through third-party sub-advisers, serving a primarily international client base with a significant presence in Latin America.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
user avatar

Ricardo R

Series 63, Series 65

The Woodlands, TX

Banorte Asset Management, Inc.

Ricardo Roche Maldonado is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Banorte Securities International, Ltd. since 2013 and with Banorte Asset Management, Inc. since 2019. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base concentrated in Latin America, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through its traditional and digital advisory programs, utilizing a range of investment strategies and products to build customized portfolios.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
user avatar

Antonio T

Series 63, Series 65

The Woodlands, TX

Banorte Asset Management, Inc.

Antonio Teruggi Pereda is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2014. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and a range of model portfolios, serving a primarily international client base with a notable presence in Latin America.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
user avatar

Julio G

Series 63, Series 65

The Woodlands, TX

Banorte Asset Management, Inc.

Julio Gil Recio is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2019, previously working at Banorte Securities International since 2013. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, primarily focusing on Latin American clients, especially Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through both traditional and digital wrap-fee programs, utilizing customized portfolios that incorporate a range of asset classes and investment vehicles.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Immigrants
View complete list of advisors at this office
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