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SANSONE CPA & FINANCIAL
SANSONE CPA & FINANCIAL is an SEC-registered investment adviser in Crystal Lake, IL. It has 1 employee and 1 investment adviser. The firm is based in Crystal...
SANSONE CPA & FINANCIAL
SANSONE CPA & FINANCIAL is an SEC-registered investment adviser in Crystal Lake, IL. It has 1 employee and 1 investment adviser. The firm is based in Crystal Lake.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Corporate office
Ridgefield, CT, United States
Principals
David Sansone
CPA, Principal
Sector focus
Frequently asked questions
Does SANSONE CPA & FINANCIAL manage investment portfolios?
No public evidence indicates the firm manages discretionary investment portfolios. Its primary services are tax preparation, bookkeeping, and financial planning, delivered as a licensed CPA practice rather than a registered investment advisor. (public record)
Who runs SANSONE CPA & FINANCIAL?
David Sansone, a licensed CPA, is the principal. No other named professionals or investment committee are publicly identified. (public record)
What is the firm's typical client profile?
The firm targets small-business owners, estates, and individuals in the greater Ridgefield, Connecticut area. Its services are tailored to tax compliance and financial planning, not high-net-worth family office needs. (Altss research)
How is SANSONE CPA & FINANCIAL structured?
It operates as a CPA firm, which means it is licensed and regulated by state accountancy boards, not the SEC. This allows it to provide tax and financial planning advice without registering as an investment advisor. (public record)
Is the firm related to any larger wealth management or family office networks?
No public links to larger networks, multi-family offices, or institutional platforms have been identified. The firm appears independent and single-location. (Altss research)
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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