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Greenleaf Financial Network, LLC

● SEC registered since 2026CRD 284165SEC# 801-136600
Export (members)
Reg. AUM
$123.7M
Employees
11
Accounts
329
Location

Greenleaf Financial Network, LLC assets under management

Greenleaf Financial Network, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $123.7 million in regulatory assets under management and employs 11 people.

Greenleaf Financial Network, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael James Beary ControlManaging Member/CcoOver 75%2016

Frequently asked questions

How much does Greenleaf Financial Network, LLC manage?

Greenleaf Financial Network, LLC reports $123.7 million in regulatory assets under management on its Form ADV.

How many employees does Greenleaf Financial Network, LLC have?

Greenleaf Financial Network, LLC reports 11 employees.

Does Greenleaf Financial Network, LLC disclose fund performance?

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

Contact & registration

Phone(913) 515-3517
FaxN/A
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.7M
Non-discretionary$0
Total (RAUM)$123.7M