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- Custodian
- Comerica Bank ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2005
- Office Locations
- 1
Office Locations
About Sansoterra Group LLC
Sansoterra Group (Fredericksburg, TX) provides tax-aware portfolio construction and discretionary asset management for high net worth individuals. The firm builds and manages stock portfolios and complements them with taxable and tax-free fixed income, with practical goal setting and risk management informed by interest-rate and economic analysis. Publishes an Economic Outlook newsletter and trustee-focused guidance for attorneys.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES ANTHONY SANSOTERRA
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Investment Officer, President
- CRD
- #4888313
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,619,576 | $3,250,000 |
| Non-Discretionary | $0 | $3,000,000 |
| Total | $28,619,576 | $3,181,818 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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