Greenleaf Financial Group
Greenleaf Financial Group (CRD# 137933) is a financial advisory firm headquartered in Carmel, IN. They manage $139,589,295 in 452 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management140MILLION
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Total Number of Accounts452ACCOUNTS
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Average Account Value$308,826
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IN
Financial Advisors at Greenleaf Financial Group
1
Jennifer Hartman (CRD# 5107049) is an Investment Advisor Representative working at Greenleaf Financial Group in Los Angeles, CA and has over 18 years of experience in the finance industry.
2
Kathleen Hartman (CRD# 2759014) is an Investment Advisor Representative working at Greenleaf Financial Group in Carmel, IN and has over 27 years of experience in the finance industry.
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