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Sansoterra James Anthony (San Jose)


Sansoterra James Anthony is a large advisory firm based in San Jose. It manages $27 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Michigan.

Sansoterra James Anthony provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sansoterra James Anthony: assets under management

The assets under management (AUM) of Sansoterra James Anthony is $27 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.45 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sansoterra James Anthony for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Jose

The principal office where Sansoterra James Anthony performs its advisory services is located at 4900 Williams Road, San Jose, CA 95129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-253-3568 or by fax 408-253-3568. The normal business hours are 9am-5pm on Monday - Friday.


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