Acci Worldwide, S.A. De C.V. (D.F.)


Acci Worldwide, S.A. De C.V. is a large advisory firm based in D.F.. It manages $37 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Acci Worldwide, S.A. De C.V provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Acci Worldwide, S.A. De C.V: assets under management

The assets under management (AUM) of Acci Worldwide, S.A. De C.V. is $37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Acci Worldwide, S.A. De C.V. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
S.A. De C.V. Grupo Financiero Banamex Accival Indirect beneficial owner 1 Sep 1991 75% - 100% foreign
S.A. De C.V. Grupo Financiero Banamex Indirect beneficial owner 1 Sep 1991 75% - 100% foreign

Based in D.F.

The principal office where Acci Worldwide, S.A. De C.V. performs its advisory services is located at Paseo De La Reforma 398, D.F., 06600, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 52-55 225-0767 or by fax 52-55 326-4898. The normal business hours are 8:30 to 18:00 on Monday - Friday.