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SANTEFORT INVESTMENT GROUP, LLC
CRD 292727
2433 ONTARIO ST, SUITE A, SCHERERVILLE, IN, 46375, United States
Phone
219-227-8548
Fax
219-627-9206
Registration
— (—)
Source
State registered
Total AUM
$108.1M
Discretionary AUM
$108.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 377 | $41.4M |
| High net worth individuals | 79 | $66.7M |
All web addresses on file
Official SEC filing: View on IAPD