GREENLEAF ADVISORS LLC
Legal name: GREENLEAF ADVISORS
CRD #172332 SEC #801-80155 RED BANK, NJ 732-530-8129
SEC Registered
Total AUM
$900M
Discretionary
$0
Employees
6
Clients
--
Accounts
58
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $900M | $0 | $900M | 6 | 60 |
| Dec 2021 | $726.9M | $0 | $726.9M | 15 | 0 |
| Mar 2021 | $726.9M | $0 | $726.9M | 15 | 0 |
| Jun 2020 | $4.8B | $156.4M | $4.6B | 15 | 0 |
| Mar 2020 | $4.8B | $156.4M | $4.6B | 15 | 0 |
| Jan 2020 | $4.5B | $140M | $4.4B | 15 | 0 |
| Oct 2019 | $4.5B | $140M | $4.4B | 16 | 0 |
| Aug 2019 | $4.5B | $140M | $4.4B | 16 | 0 |
| Jun 2019 | $4.5B | $140M | $4.4B | 15 | 0 |
| Mar 2019 | $4.5B | $140M | $4.4B | 16 | 0 |
| Mar 2019 | $4.5B | $140M | $4.4B | 16 | 0 |
| Feb 2019 | $4.5B | $140M | $4.4B | 15 | 0 |
| Jan 2019 | $2.4B | $2.4B | $13M | 15 | 0 |
| Jan 2019 | $2.4B | $2.4B | $13M | 14 | 0 |
| Jan 2019 | $2.4B | $2.4B | $13M | 13 | 0 |
| Oct 2018 | $2.4B | $2.4B | $13M | 12 | 0 |
| Apr 2018 | $2.4B | $2.4B | $13M | 12 | 0 |
| Feb 2018 | $2.4B | $2.4B | $13M | 13 | 0 |
| Mar 2017 | $2.1B | $60M | $2B | 12 | 150 |
| Oct 2016 | $2.1B | $37.1M | $2B | 11 | 150 |
| Sep 2016 | $2.1B | $37.1M | $2B | 12 | 150 |
| Aug 2016 | $1.8B | $42.3M | $1.7B | 7 | 150 |
| Aug 2016 | $1.8B | $42.3M | $1.7B | 7 | 150 |
| Apr 2016 | $2B | $50M | $2B | 7 | 150 |
| Apr 2016 | $2B | $50M | $2B | 7 | 150 |
| Feb 2016 | $2B | $50M | $2B | 7 | 150 |
| Feb 2016 | $2B | $50M | $2B | 7 | 150 |
| Feb 2016 | $2B | $50M | $2B | 7 | 150 |
| Feb 2016 | $1.8B | $50M | $1.8B | 7 | 26 |
| Sep 2015 | $1.8B | $50M | $1.8B | 5 | 26 |
| Sep 2015 | $1.8B | $50M | $1.8B | 5 | 26 |
| May 2015 | $1.7B | $50M | $1.7B | 5 | 26 |
| Mar 2015 | $1.7B | $50M | $1.7B | 5 | 26 |
| Oct 2014 | $1.8B | $50M | $1.7B | 5 | 0 |
| Oct 2014 | $1.8B | $50M | $1.7B | 5 | 0 |
| Oct 2014 | $0 | $0 | $0 | 4 | 0 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
| Jul 2014 | $0 | $0 | $0 | 4 | 0 |
DateMay 2022
Total AUM$900M
Discretionary$0
Non-Disc.$900M
Employees6
Clients60
DateDec 2021
Total AUM$726.9M
Discretionary$0
Non-Disc.$726.9M
Employees15
Clients0
DateMar 2021
Total AUM$726.9M
Discretionary$0
Non-Disc.$726.9M
Employees15
Clients0
DateJun 2020
Total AUM$4.8B
Discretionary$156.4M
Non-Disc.$4.6B
Employees15
Clients0
DateMar 2020
Total AUM$4.8B
Discretionary$156.4M
Non-Disc.$4.6B
Employees15
Clients0
DateJan 2020
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees15
Clients0
DateOct 2019
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees16
Clients0
DateAug 2019
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees16
Clients0
DateJun 2019
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees15
Clients0
DateMar 2019
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees16
Clients0
DateMar 2019
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees16
Clients0
DateFeb 2019
Total AUM$4.5B
Discretionary$140M
Non-Disc.$4.4B
Employees15
Clients0
DateJan 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13M
Employees15
Clients0
DateJan 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13M
Employees14
Clients0
DateJan 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13M
Employees13
Clients0
DateOct 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13M
Employees12
Clients0
DateApr 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13M
Employees12
Clients0
DateFeb 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13M
Employees13
Clients0
DateMar 2017
Total AUM$2.1B
Discretionary$60M
Non-Disc.$2B
Employees12
Clients150
DateOct 2016
Total AUM$2.1B
Discretionary$37.1M
Non-Disc.$2B
Employees11
Clients150
DateSep 2016
Total AUM$2.1B
Discretionary$37.1M
Non-Disc.$2B
Employees12
Clients150
DateAug 2016
Total AUM$1.8B
Discretionary$42.3M
Non-Disc.$1.7B
Employees7
Clients150
DateAug 2016
Total AUM$1.8B
Discretionary$42.3M
Non-Disc.$1.7B
Employees7
Clients150
DateApr 2016
Total AUM$2B
Discretionary$50M
Non-Disc.$2B
Employees7
Clients150
DateApr 2016
Total AUM$2B
Discretionary$50M
Non-Disc.$2B
Employees7
Clients150
DateFeb 2016
Total AUM$2B
Discretionary$50M
Non-Disc.$2B
Employees7
Clients150
DateFeb 2016
Total AUM$2B
Discretionary$50M
Non-Disc.$2B
Employees7
Clients150
DateFeb 2016
Total AUM$2B
Discretionary$50M
Non-Disc.$2B
Employees7
Clients150
DateFeb 2016
Total AUM$1.8B
Discretionary$50M
Non-Disc.$1.8B
Employees7
Clients26
DateSep 2015
Total AUM$1.8B
Discretionary$50M
Non-Disc.$1.8B
Employees5
Clients26
DateSep 2015
Total AUM$1.8B
Discretionary$50M
Non-Disc.$1.8B
Employees5
Clients26
DateMay 2015
Total AUM$1.7B
Discretionary$50M
Non-Disc.$1.7B
Employees5
Clients26
DateMar 2015
Total AUM$1.7B
Discretionary$50M
Non-Disc.$1.7B
Employees5
Clients26
DateOct 2014
Total AUM$1.8B
Discretionary$50M
Non-Disc.$1.7B
Employees5
Clients0
DateOct 2014
Total AUM$1.8B
Discretionary$50M
Non-Disc.$1.7B
Employees5
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0