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Geofrey John Greenleaf

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.·PEPPER PIKE, Ohio
Unclaimed Profile
29525 CHAGRIN BOULEVARD, STE. 110, PEPPER PIKE, OH 44122-4601CRD# 4347754Firm CRD# 146928
01

About

Geofrey John Greenleaf is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
AUM
$172M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4347754
Firm CRD# 146928
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in PEPPER PIKE, Ohio for a consultation.
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, working with PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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