SALT LIGHT INVESTING FOR THE GOOD
Firm details
- Headquarters
- SEYMOUR, Indiana
- CRD number
- 340586
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Salt Light Investing For The Good is a corporate advisory vehicle focused on fee-based financial planning and portfolio management across individual, small-business and institutional clients. The firm lists selection of other advisers among its core activities, signaling a role as a capital allocator that sources external managers rather than relying solely on in‑house portfolio construction. Fee arrangements combine a percentage of AUM with fixed-fee engagements, and the firm is not positioned as an active ESG investor. Operationally, Salt Light Investing For The Good appears to operate through partnerships with outside managers and an insurance-company affiliation. That mix suggests the firm emphasizes advisory relationships, model or subadvisory implementations and the use of insurance-based financial planning tools where appropriate, rather than a single-house product shelf.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2TRINA HANNER
Wealth AdvisorCRD 4206519
DOUGLAS HANNER
CRD 5274440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEYMOUR, IN
JACKSON
Location
SEYMOUR, IN
Headquartered in SEYMOUR, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- JACKSON
- Address
- 309 W Bruce St
- Time zone
- ET (UTC-5)
- Office locations
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