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).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, IN

Financial Advisors at Greenleaf Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer S. Hartman
CRD#: 5107049
1239 S. Rimpau Blvd., Los Angeles, CA 90019

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 E. Hartman
CRD#: 2759014
13295 Illinois St, Suite 322, Carmel, IN 46032

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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