DBA: SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV
| Total AUM | $553.4M |
| Discretionary | $553.4M100% of AUM |
| Non-Discretionary | $3K |
| Client Accounts | 515 |
| Avg Account Size | $1.1M |
| Employees | 6 |
| Peak AUM | $553.4MJan 2026 |
Total AUM
$553M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $553M | 0.0% | — | — | — |
| Discretionary AUM | $553M | 0.0% | |||
| Total AUM | $553.4M |
| Discretionary | $553.4M |
| Employees | 6 |
| Client Accounts | 515 |
Address
AV PASEO DE LOS TAMARINDOS 90 TORRE 2 PISO 6
MEXICO CITY 05120
Mexico
Phone
5552519309
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$553M
100.0% of AUM
Non-Discretionary
$2,796
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Non-Disc. AUM | $2,796 | 0.0% | — | — | — |
| Total Accounts | 515 | 0.0% | — | — | — |
| Avg Account Size | $1M | 0.0% | — | — | — |
| Employees | 6 | 0.0% | — | — | — |
| AUM / Employee | $92M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $262M | 0.0% | — | — | — |
| Institutional AUM | $130M | 0.0% | — | — | — |
| Fund / Pooled AUM | $140M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 272 | 0.0% | — | — | — |
| Institutional | 20 | 0.0% | — | — | — |
| Pooled / Fund | 2 | 0.0% | — | — | — |
| Individuals | 85 | 0.0% | — | — | — |