Santefort Investment Group, LLC

Overview

Santefort Investment Group, LLC is a state registered investment adviser based in Schererville, IN, registered since 2018. It reports $108M in assets under management across 762 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$108M

Discretionary

100%

Accounts

762

Average account

$142K

Employees

1

Advisory reps

1

Registered since

2018

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 1 of 1

• Douglas Allan Santefort Managing Member, Chief Compliance Officer, Ia Representative CRD 4905989

Advisory reps 1 of 1

• Douglas Allan Santefort Insurance Agent · Investment Adviser Rep CRD 4905989

Location

Headquarters

2433 Ontario St # A
Schererville, IN 46375

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: santefortinvestmentgroup.com

Every state, with registration dates

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