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

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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