Overview
Assets Under Management: $156 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
GREENLEAF FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137933), GREENLEAF FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
GREENLEAF FINANCIAL GROUP, LLC is headquartered in CARMEL, IN.
GREENLEAF FINANCIAL GROUP, LLC serves 54 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, GREENLEAF FINANCIAL GROUP, LLC offers portfolio management for individuals. View all service details ↓
GREENLEAF FINANCIAL GROUP, LLC manages $156 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, GREENLEAF FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 476
Discretionary Accounts: 443
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 137933
Last Filing Date: 2025-03-05 00:00:00
Website: https://greenleaf-fg.com