Santefort Investment Group, LLC

Santefort Investment Group, LLC (CRD# 292727) is a financial advisory firm headquartered in Schererville, IN. They manage $19,897,822 in 251 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $79,274
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN, LA, MI

Financial Advisors at Santefort Investment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas A. Santefort
CRD#: 4905989
Schererville, IN 46375

Douglas Santefort (CRD# 4905989) is an Investment Advisor Representative working at Santefort Investment Group, LLC in Schererville, IN and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.