AS
Anthony Sansone
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 130053
· San Antonio, TX
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ADV data as of Jan 15, 2018
- Regulatory AUM
- $12.5M
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $1.1M
- Accounts
- 11
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.5M | 11.7% |
| High net worth individuals | 2 | $2.8M | 22.7% |
| Charitable organizations | 1 | $2.9M | 22.7% |
| Corporations and other businesses | 2 | $5.4M | 42.9% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/15/2018 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 15, 2018.
View current Form ADV (SEC/IAPD) ↗