← Back to search
SANSONE & ASSOCIATES
ANTHONY SANSONE
CRD 130053
1100 NW LOOP 410, SUITE 700, SAN ANTONIO, TX, 78213, United States
Phone
210-558-7218
Fax
210-308-5570
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2018-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.5M |
| High net worth individuals | 2 | $2.8M |
| Charitable organizations | 1 | $2.9M |
| Corporations/business entities | 2 | $5.4M |
Official SEC filing: View on IAPD