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Building 2GREENLEAF ADVISORS

Map pinRED BANK, NJ
Phone732-530-8129
NotebookSEC #801-80155
Total AUM
$900M
Employees
6
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
286 BROAD STREET
RED BANK
NJ 07701
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
732-530-8129
Other Offices
1

ReceiptFinancials

Total AUM
$900M
Accounts
58
Discretionary
$0
Accounts
0
Non-Discretionary
$900M
Accounts
58

ContactClients

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Pension/Profit Sharing Plan Clients
58
AUM
$900M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE SPLIT WITH UNDERLYING MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
DCINMANJPATX

HandshakeAffiliates

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

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