SC Asesores En Inversiones Independientes SA de Cv

RIASEC Registered

Total AUM

$553M

Discretionary

$553M

100% of AUM

Avg account

$1.1M

Accounts

515

Employees

Advisory reps

Firm details

Headquarters: Mexico City,
CRD number: 339845
Registered since: March 26, 2026
Website: www.summa-corporation.com
Custodians: PERSHING LLC, GRUPO FINANCIERO SCOTIABANK INVERLAT, GRUPO FINANCIERO BANORTE, ALLIANZ MÉXICO, S.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI33.77%
Pooled Investment Vehicles25.31%
Insurance Companies15.95%
Individuals13.65%
Banking / Thrift Institutions3.79%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SC Asesores En Inversiones Independientes SA de Cv is registered as an investment adviser with a client mix of individuals, families and institutional accounts. The firm provides discretionary portfolio management for both individual/small business clients and for businesses or institutional clients. Its stated fee arrangements include percentage-of-AUM fees and fixed-fee engagements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a pension consultant or related adviser. The organization is classified in the data as an “other” type of entity and is listed with a foreign/individual ownership profile. The filing indicates an SEC registration year of 2026.