Clearleaf

Clearleaf (CRD# 288707) is a financial advisory firm headquartered in Louisville, KY. They manage $49,384,200 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2307 Watterson Trail, Suite 200, Louisville, KY 40299
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $49,384,200
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Clearleaf
Showing 1 - 2 of 2 top financial advisors.
1
Kris Robbins, financial advisor Louisville KY
Kris A. Robbins
CRD#: 3088247
2307 Watterson Trail, Suite 200, Louisville, KY 40299

Kris Robbins (CRD# 3088247) is an Investment Advisor Representative working at Clearleaf in Louisville, KY and has over 6 years of experience in the finance industry.

2
Louis Kelmanson, financial advisor Louisville KY
Louis R. Kelmanson
CRD#: 6816569
2307 Watterson Trail, Suite 200, Louisville, KY 40299

Louis Kelmanson (CRD# 6816569) is an Investment Advisor Representative working at Clearleaf in Louisville, KY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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