|
⚲
|
| Keyboard |
| Greenleaf Financial Group LLC
✚
|
|
|---|---|
| CRD # | 137933 |
| SEC # | 801-117775 |
| CIK # | 0001162170 |
| AUM | 175.2 M (2026-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 317-993-3384 |
| Address | 13295 Illinois St Carmel, IN 46032-3022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001162170 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Stryker Corp | 5.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| McGraw-Hill Companies Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 34.9 |
| (b) Individuals (high net worth individuals) | 63 | 140.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 175.2 |
| By Discretionary | ||
| Discretionary | 465 | 166.3 |
| Non-Discretionary | 30 | 8.9 |
| Total | 495 | 175.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 171.3 | |
| Total | 495 | 175.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001162170] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Corbett Road Capital Management LLC
✚
|
VA | 176.3 M |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 176.0 M |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 176.0 M |
|
Appalachian Capital Management Ltd
✚
|
OH | 175.3 M |
|
Zock Robert A & Co Inc
✚
|
NH | 175.1 M |
|
Sippican Capital Advisors LLC
✚
|
MA | 175.0 M |
|
Yoffe Investment Management LLC
✚
|
PA | 174.9 M |
|
Wall Street Investment Management LLC
✚
|
174.7 M | |
|
Stewardship Concepts Financial Services LLC
✚
|
WA | 174.6 M |
|
Provident Financial Planning LLC
✚
|
TX | 174.2 M |