Overview
Assets Under Management: $156 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 54
Average Client Assets: $2 million
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