Santefort Investment Group, LLC

Santefort Investment Group, LLC (CRD# 292727) is a financial advisory firm headquartered in Schererville, IN. They manage $67,864,797 in 598 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2433 Ontario St, Suite A, Schererville, IN 46375
http://santefortinvestmentgroup.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    598
    ACCOUNTS
  • Average Account Value
    $113,486
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Santefort Investment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Santefort, financial advisor Schererville IN
Douglas A. Santefort
CRD#: 4905989
2433 Ontario St, Suite A, Schererville, IN 46375

Douglas Santefort (CRD# 4905989) is an Investment Advisor Representative working at Santefort Investment Group, LLC in Schererville, IN and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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