Unclaimed Profile

Geofrey John Greenleaf

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.·PEPPER PIKE, Ohio

Clean record31 years registeredPRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

29525 CHAGRIN BOULEVARD, STE. 110, PEPPER PIKE, OH 44122-4601CRD# 4347754Firm CRD# 146928

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geofrey John Greenleaf · PEPPER PIKE, OH

Registration

CRD #4347754 · PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

42 INVESTMENT ADVISORY GROUP, LLC.

Mar 2015 – Jul 2016

PEPPER PIKE, OH

PRIVATE HARBOUR

Oct 2008 – Feb 2019

PEPPER PIKE, OH

GREENLEAF CAPITAL MANAGEMENT CORP.

Mar 1995 – Aug 2008

SHAKER HEIGHTS, OH

Registrations & Exams

Registration record

First registered · March 2, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

CRD 146928 · SEC 801-69044

AUM

$172M

Regulatory assets under management

Employees

378 client accounts

Services offered by PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. →

Introduction

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Frequently Asked Questions

What services does Geofrey John Greenleaf offer?

Geofrey John Greenleaf specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Geofrey John Greenleaf's credentials?

Geofrey John Greenleaf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geofrey John Greenleaf located?

Geofrey John Greenleaf is based in PEPPER PIKE, Ohio, last registered with PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC..

How does Geofrey John Greenleaf charge for services?

Geofrey John Greenleaf's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.?

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. has approximately 1 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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