Claim Profile
MS

Mark Louis Sansoterra

HIGHVIEW CAPITAL MANAGEMENT, LLC·BUFFALO GROVE, Illinois
Unclaimed Profile
2150 E. LAKE COOK ROAD, BUFFALO GROVE, IL 60089CRD# 7225934Firm CRD# 306195
01

About

Mark Louis Sansoterra is a registered financial advisor based in BUFFALO GROVE, Illinois, affiliated with HIGHVIEW CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HIGHVIEW CAPITAL MANAGEMENT, LLC
HIGHVIEW CAPITAL MANAGEMENT, LLC
AUM
$281M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7225934
Firm CRD# 306195
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BUFFALO GROVE?

Browse all registered financial advisors in BUFFALO GROVE, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Louis Sansoterra offer?
Mark Louis Sansoterra specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BUFFALO GROVE, Illinois for a consultation.
What are Mark Louis Sansoterra's credentials?
Mark Louis Sansoterra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Louis Sansoterra located?
Mark Louis Sansoterra is based in BUFFALO GROVE, Illinois, working with HIGHVIEW CAPITAL MANAGEMENT, LLC. Their office serves clients in the BUFFALO GROVE metropolitan area and surrounding communities.
How does Mark Louis Sansoterra charge for services?
Mark Louis Sansoterra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHVIEW CAPITAL MANAGEMENT, LLC?
HIGHVIEW CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty