TrueAdvisor
TrueAdvisor
SL
SL

Salomon Lahana

Banorte Asset Management, INC.
12 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Binvesting
June 2025 - Present · 8 mos
Banorte Asset Management, INC.
September 2024 - Present · 1 yr 5 mos
Banorte Securities International, LTD.Broker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Invex Advisors LLC
June 2024 - September 2024 · 3 mos
Invex, LLC.Broker
January 2024 - September 2024 · 8 mos
Bbva Wealth Solutions INC.
May 2017 - June 2021 · 4 yrs 1 mo
Bbva Securities INC.Broker
May 2017 - June 2021 · 4 yrs 1 mo
Bok Financial Advisors
May 2016 - March 2017 · 10 mos
Bok Financial Securities, INC.Broker
July 2015 - March 2017 · 1 yr 8 mos
Bbva Securities INC.Broker
May 2013 - July 2015 · 2 yrs 2 mos
Bbva Compass Investment Solutions, INCBroker
June 2012 - May 2013 · 11 mos
MML Investors Services, INC.Broker
October 2008 - May 2009 · 7 mos
Chase Investment Services CORP.Broker
March 2002 - November 2002 · 8 mos
VALIC Financial Advisors, INC.Broker
January 2001 - January 2002 · 1 yr
The Variable Annuity Marketing CompanyBroker
January 2001 - December 2001 · 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.