GREENLEAF FINANCIAL NETWORK, LLC
Total AUM
$123.7M
Employees
11Clients
189Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(913) 515-3517
Other Offices
9
Financials
Total AUM
$123.7M
Accounts
329Discretionary
$123.7M
Accounts
329Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
150AUM
$47.2M
HNW Individual Clients
39AUM
$76.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DEKSMDMONJNYPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.