GREENLEAF FINANCIAL GROUP

13295 Illinois St
Suite 322
Carmel, Indiana 46032-3022
Tel: 317-993-3384

About GREENLEAF FINANCIAL GROUP

GREENLEAF FINANCIAL GROUP, formally registered with the SEC as GREENLEAF FINANCIAL GROUP. The firm was established in 12/13/2019. They have over 2 offices throughout the country.

GREENLEAF FINANCIAL GROUP is a Carmel, Indiana based Financial Planning firm with nearly $156,226,772 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137933
SEC#	801-117775
Assets Managed by Firm	$156,226,772
No. of Clients	476
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$156,226,772
Individuals (other than high net worth individuals)	64	$38,564,706
High net worth individuals	54	$117,557,656
Charitable organizations	1	$104,410

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