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Building 2GREENLEAF FINANCIAL GROUP

Map pinCARMEL, IN
Phone317-993-3384
NotebookSEC #801-117775
Total AUM
$175.2M
Employees
2
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13295 ILLINOIS ST
SUITE 322
CARMEL
IN 46032-3022
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
317-993-3384
Other Offices
1

ReceiptFinancials

Total AUM
$175.2M
Accounts
495
Discretionary
$166.3M
Accounts
465
Non-Discretionary
$8.9M
Accounts
30

ContactClients

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Individual Clients
59
AUM
$34.9M
HNW Individual Clients
63
AUM
$140.2M
Charitable Organization Clients
1
AUM
$112.7K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIN

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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