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Greenleaf Financial Group, LLC

● SEC registered since 2019CRD 137933SEC# 801-117775Carmel, IN
Export (members)
Reg. AUM
$156.2M
Employees
2
Accounts
476
Location
Carmel, IN

Greenleaf Financial Group, LLC assets under management

Greenleaf Financial Group, LLC is an investment advisory firm registered with the SEC based in Carmel, IN. The firm has been registered since 2019. It reports $156.2 million in regulatory assets under management and employs 2 people.
x.com/feeonlyadvisorView on SEC.gov ↗

Greenleaf Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Sue Hartman ControlPrincipal50-75%2006
Kathleen Elizabeth Hartman ControlChief Compliance Officer50-75%2005

Frequently asked questions

How much does Greenleaf Financial Group, LLC manage?

Greenleaf Financial Group, LLC reports $156.2 million in regulatory assets under management on its Form ADV.

How many employees does Greenleaf Financial Group, LLC have?

Greenleaf Financial Group, LLC reports 2 employees.

Where is Greenleaf Financial Group, LLC located?

Greenleaf Financial Group, LLC is based in Carmel, IN and has been SEC-registered since 2019.

Does Greenleaf Financial Group, LLC disclose fund performance?

Greenleaf Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13295 Illinois St, Suite 322, Carmel, IN 46032-3022
Phone317-993-3384
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.8M
Non-discretionary$9.4M
Total (RAUM)$156.2M