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Building 2GREENLEAF FINANCIAL NETWORK, LLC

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Phone(913) 515-3517
NotebookSEC #801-136600
Total AUM
$123.7M
Employees
11
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(913) 515-3517
Other Offices
9

ReceiptFinancials

Total AUM
$123.7M
Accounts
329
Discretionary
$123.7M
Accounts
329
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$47.2M
HNW Individual Clients
39
AUM
$76.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEKSMDMONJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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