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GREENLEAF FINANCIAL GROUP

GREENLEAF FINANCIAL GROUP, LLC

CRD 137933 · SEC 801-117775

Visit website

13295 ILLINOIS ST, SUITE 322, CARMEL, IN, 46032-3022, United States

Phone

317-993-3384

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$175.2M

Discretionary AUM

$166.3M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals59$34.9M
High net worth individuals63$140.2M
Charitable organizations1$113K

States served

CA, IN

All web addresses on file

Official SEC filing: View on IAPD