Sansoterra Group LLC

Sansoterra Group LLC (CRD# 133586) is a financial advisory firm headquartered in , . They manage $20,000,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,052,632
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sansoterra Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
James A. Sansoterra
CRD#: 4888313
San Jose, CA
93
Wealthminder
score

James Sansoterra (CRD# 4888313) is an Investment Advisor Representative working at Sansoterra Group LLC in San Jose, CA and has over 11 years of experience in the finance industry.

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