GREENLEAF ADVISORS LLC

GREENLEAF ADVISORS
RED BANK, New Jersey·1 registered advisor·CRD# 172332
SEC# 801-801551732-530-8129
01

Firm Overview

AUM
$900M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: FEE SPLIT WITH UNDERLYING MANAGER
03

Specialties

Investment Management
04

Advisors at GREENLEAF ADVISORS LLC

1 registered advisor
Jamie Dorann Greenleaf
RED BANK, New Jersey
05

Office Locations

RED BANK, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. GREENLEAF ADVISORS LLC (CRD# 172332) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.