Aaron
Buitron Romero
Banorte Asset Management, Inc
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About this Advisor
Aaron Buitron Romero is a financial advisor who works in Spring, Texas with a total of 4 years of industry experience. Buitron Romero is currently employed by Banorte Asset Management, Inc. Their career trajectory has included roles at Banco Mercantil Del Norte and Banorte-Ixe Securities International, LTD. Buitron Romero maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Banorte Asset Management, Inc is a financial advisory company operating out of Houston, TX. The firm has a total of 14 people on staff. It manages $139 million in total assets across its 598 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 598 customer accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically vary depending on the type of financial services offered. However, fees charged by Banorte Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Banorte Asset Management, Inc Brokerage Details
$139,381,819
14
598
$233,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Aaron Buitron Romero Work History
Aaron has been registered as a financial advisor for 4 years.*
Banorte-Ixe Securities International, LTD
Banco Mercantil Del Norte
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Buitron Romero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Banorte Asset Management, Inc
Houston, TX
Houston, TX
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Bogota,
Houston, TX
Houston, TX
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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