LEAFHOUSE FINANCIAL ADVISORS, LLC

6300 Bridgepoint Parkway
Building 1, Suite 300
Austin, Texas 78730
Tel: (512) 879-1505

About LEAFHOUSE FINANCIAL ADVISORS, LLC

LEAFHOUSE FINANCIAL ADVISORS, LLC, formally registered with the SEC as LEAFHOUSE FINANCIAL ADVISORS, LLC. The firm was established in 11/18/2013. They have over 1 offices throughout the country.

LEAFHOUSE FINANCIAL ADVISORS, LLC is a Austin, Texas based Financial Planning firm with nearly $17,004,947,985 assets under management, offering retirement planning & investment advisory services to 3243 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149694
SEC#	801-78809
Assets Managed by Firm	$17,004,947,985
No. of Clients	3243
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3243	$17,004,947,985
Individuals (other than high net worth individuals)	4	$16,858,478
High net worth individuals	25	$6,929,873
Pension and profit sharing plans	3043	$13,435,422,644

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