RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 5, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, JENNIFER, SUEIPRINCIPALD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control
HARTMAN, KATHLEEN, ELIZABETHICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 5, 2025 REGISTERED

Notice Filings (3)

CA IN NY

Address

13295 ILLINOIS ST
SUITE 322
CARMEL, IN 46032-3022
United States
Phone: 317-993-3384