SALT LIGHT INVESTING FOR THE GOOD

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • TRINA HANNER

    Wealth AdvisorCRD 4206519

  • DOUGLAS HANNER

    CRD 5274440

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth