Antonio
Teruggi Pereda
Banorte Asset Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Antonio Teruggi Pereda is a financial advisor operating in Spring, Texas who has 4 years of relevant experience. Teruggi Pereda is on the advisory team at Banorte Asset Management, Inc. The advisor has gained experience at Vectorglobal Wmg, Actinver Securities, Inc, Banorte Asset Management and Banorte-Ixe Securities International, LTD. Teruggi Pereda holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Texas. Banorte Asset Management, Inc is a financial advisory business that has its headquarters in Houston, TX. The company has a total of 14 advisors. It has $139 million in assets between its 598 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 598 accounts, just 9% are held by high-net-worth clients who have at least $1 million in investable assets. Banorte Asset Management, Inc offers a broad array 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. A financial advisor's fee schedules usually are based on the type of services provided. However, fees billed by Banorte Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Antonio Teruggi Pereda Work History
Antonio has been registered as a financial advisor for 4 years.*
Banorte Asset Management
Banorte-Ixe Securities International, LTD
Actinver Securities, Inc
Vectorglobal Wmg
*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 Antonio Teruggi Pereda 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
Houston, TX
Houston, TX
Bogota,
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
