SANSONE & ASSOCIATES

RIASEC Registered
Total AUM
$12.5M
Discretionary
$0
0% of AUM
Avg account
$1.1M
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
130053
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Corporations / Businesses42.87%
  • Charitable Organizations22.75%
  • HNWI22.72%
  • Individuals11.66%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Sansone & Associates operates as an independent registered investment advisor, primarily serving individuals, families, and institutional clients. The firm is structured as a sole proprietorship and is owned by an individual. Sansone & Associates provides a range of financial services, including financial planning, portfolio management for both individuals and small businesses, as well as pension consulting services. The firm does not engage in capital allocation and is not classified as a multi-state adviser. It also does not actively pursue ESG investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, State & Local Bonds 23%, Investment Grade Corp Bonds 8%, US Government Bonds 7%, Cash & Cash Equivalents 3%59%
  • Exchange Traded Equities59%
  • State & Local Bonds23%
  • Investment Grade Corp Bonds8%
  • US Government Bonds7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1

  • ANTHONY SANSONE

    OwnerCRD 2012382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
1100 NW Loop 410
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth