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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2015
- Office Locations
- 1
Office Locations
About Santiago.life
SANTIAGO.LIFE is a Fishers, IN boutique RIA led by founder Justin Castelli that blends life planning, financial planning, and coaching. The firm serves retail clients including entrepreneurs, with portfolio construction and tax and insurance planning as part of the engagement. Portfolios lean heavily on ETFs and public funds, and the firm works with custodians including Altruist and Schwab.
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Owner & Executives
JUSTIN HENRY THOMAS CASTELLI
Chief Compliance Officer, Financial Advisor, Founder, Managing Partner
- CRD
- #4892009
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,824,851 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,824,851 | -- |
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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 |
| Total | Available | Available |
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