CRD: 292727
Santefort Investment Group, LLC
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2018
- Office Locations
- 1
Office Locations
About Santefort Investment Group, LLC
Santefort Investment Group, LLC is a Schererville, IN-based, founder-led RIA serving retail clients including entrepreneurs. The firm provides financial planning, portfolio construction, and ongoing asset management, with insurance and retirement plan support. Investment focus centers on asset allocation using mutual funds and ETFs, complemented by fixed income. Operates on Envestnet and custodies with firms such as Schwab and Pershing.
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Owner & Executives
DOUGLAS ALLAN SANTEFORT
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #4905989
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,076,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,076,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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