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 a small advisory firm registered with the SEC in 2017 that serves both individual/family clients and institutional investors. Ownership is listed as a combination of a foreign entity and an individual. The firm provides discretionary portfolio management for individuals and small businesses and also produces periodicals or newsletters as part of its activities. Its compensation approach is varied and can include asset-based fees, subscription and fixed fees, as well as performance-based arrangements and other fee types. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Zug, null

Location

Zug, null

Headquartered in Zug, null.

Address
Baarerstrasse 75
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth