GREENLEAF FINANCIAL GROUP, LLC
Legal name: GREENLEAF FINANCIAL GROUP
CRD #137933 SEC #801-117775 CARMEL, IN 317-993-3384
SEC Registered
Total AUM
$156.2M
Discretionary
$146.8M
Employees
2
Clients
0
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $156.2M | $146.8M | $9.4M | 2 | 0 |
| Mar 2024 | $139.6M | $130.9M | $8.7M | 2 | 0 |
| Mar 2023 | $125.3M | $125.1M | $245.9K | 2 | 0 |
| Mar 2023 | $125.3M | $125.1M | $245.9K | 2 | 0 |
| Mar 2022 | $138.1M | $128.5M | $9.6M | 2 | 0 |
| Jul 2021 | $126.3M | $116.8M | $9.4M | 2 | 0 |
| Mar 2021 | $126.3M | $116.8M | $9.4M | 2 | 0 |
| Aug 2020 | $99.8M | $92M | $7.8M | 2 | 0 |
| Jun 2020 | $99.8M | $92M | $7.8M | 2 | 0 |
| Apr 2020 | $99.8M | $92M | $7.8M | 2 | 0 |
| Nov 2019 | $112.3M | $103.5M | $8.8M | 2 | 0 |
DateMar 2025
Total AUM$156.2M
Discretionary$146.8M
Non-Disc.$9.4M
Employees2
Clients0
DateMar 2024
Total AUM$139.6M
Discretionary$130.9M
Non-Disc.$8.7M
Employees2
Clients0
DateMar 2023
Total AUM$125.3M
Discretionary$125.1M
Non-Disc.$245.9K
Employees2
Clients0
DateMar 2023
Total AUM$125.3M
Discretionary$125.1M
Non-Disc.$245.9K
Employees2
Clients0
DateMar 2022
Total AUM$138.1M
Discretionary$128.5M
Non-Disc.$9.6M
Employees2
Clients0
DateJul 2021
Total AUM$126.3M
Discretionary$116.8M
Non-Disc.$9.4M
Employees2
Clients0
DateMar 2021
Total AUM$126.3M
Discretionary$116.8M
Non-Disc.$9.4M
Employees2
Clients0
DateAug 2020
Total AUM$99.8M
Discretionary$92M
Non-Disc.$7.8M
Employees2
Clients0
DateJun 2020
Total AUM$99.8M
Discretionary$92M
Non-Disc.$7.8M
Employees2
Clients0
DateApr 2020
Total AUM$99.8M
Discretionary$92M
Non-Disc.$7.8M
Employees2
Clients0
DateNov 2019
Total AUM$112.3M
Discretionary$103.5M
Non-Disc.$8.8M
Employees2
Clients0