Greenleaf Financial Group

RIASEC RegisteredEst. 2019

Total AUM

$175M

Discretionary

$166M

95% of AUM

Avg account

$354K

Accounts

495

Employees

2

Advisory reps

2

Firm details

Headquarters: Carmel, Indiana
CRD number: 137933
Registered since: December 13, 2019
Website: www.greenleaf-fg.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.04%
Individuals19.9%
Charitable Organizations0.06%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Greenleaf Financial Group is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2019. The firm is individually owned and provides discretionary portfolio management services focused on individuals, families and small business clients; it also lists institutional clients. Compensation is a mix of percentage-of-assets-under-management and fixed-fee arrangements. Greenleaf does not identify itself as an active ESG investor, is not set up as a capital allocator, and does not report affiliations with related advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds94%
Exchange Traded Equities4%
Cash & Cash Equivalents2%

Contacts

2 of 2

Kathleen Hartman
PrincipalCRD 2759014
Jennifer Hartman
Owner & PrincipalCRD 5107049

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Carmel, IN

Hamilton

Location

Carmel, IN

Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area: Indianapolis-Carmel-Muncie, IN
Region: Midwest
County: Hamilton
Address: 13295 Illinois St
Time zone: ET (UTC-5)
Office locations

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