SANTIAGO.LIFE

RIASEC Registered
Total AUM
$88.8M
Discretionary
$88.8M
100% of AUM
Avg account
$218K
Accounts
407
Employees
1
Advisory reps
1

Firm details

Headquarters
FISHERS, Indiana
CRD number
257786
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.35%
  • Individuals24.65%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SantiagO.Life is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. SantiagO.Life does not identify as an ESG-focused allocator, is not a multi-state adviser, and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 26%, Cash & Cash Equivalents 2%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • JUSTIN CASTELLI

    FounderCRD 4892009

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

FISHERS, IN

HAMILTON

Location

FISHERS, IN

Headquartered in FISHERS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
11650 Lantern Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth