Sanostro Ag

RIASEC RegisteredEst. 2017
Total AUM
$260K
Discretionary
$260K
100% of AUM
Avg account
$260K
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
Zug,
CRD number
290214
Registered since
December 8, 2017
Custodians
BINANCE
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Sanostro Ag is an independent registered investment adviser that first registered with the SEC in 2017. The firm is owned by a foreign entity and an individual, and it serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, and it also produces periodicals or newsletters as part of its activities. The firm charges clients through a mix of fee arrangements — percentage of AUM, subscription fees, fixed fees and performance-based fees are all listed — suggesting flexibility in pricing depending on client type or product. Sanostro Ag does not identify as an active ESG investor, and it is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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: Cash & Cash Equivalents 70%, Derivatives 30%70%
  • Cash & Cash Equivalents70%
  • Derivatives30%

Owners & executives

1 of 1
  • John Krehbiel

    John Krehbiel

    Chief Executive OfficerCRD 7357056

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Zug, null

Location

Zug, null

Headquartered in Zug, null.

Address
Baarerstrasse 75
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth