Investment adviser · CRD 109216
GREENLEAF FINANCIAL, INC.
Investment adviser filing (IA)
HOT SPRINGS, AR, United States · Form ADV filed May 8, 2012
- Regulatory AUM
- $32.5M Form ADV · Item 5.F
- Client accounts
- 77 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 8, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
REGIONS TOWER BLDG., 835 CENTRAL AVENUE, STE 428HOT SPRINGS, AR, 71901, United States
CRD 109216
Filing source
Form ADV 645958 · May 8, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.