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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- DeltaGlacier vector
- Established Date
- 02-06-2006
- Office Locations
- 2
Office Locations
About Greenleaf Financial Group
Greenleaf Financial Group is an independent, employee-owned, fee-only RIA providing investment management and integrated financial planning for individuals and families, including retirees and business owners. The firm emphasizes persistent research, critical thinking, and customized portfolios without product compensation, paired with an education-first approach and clear reporting. Custody is supported through Fidelity/NFS.
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Owner & Executives
JENNIFER SUE HARTMAN
Managing Member, Principal
- CRD
- #5107049
- Ownership
- 50% but less than 75%
KATHLEEN ELIZABETH HARTMAN
Chief Compliance Officer, Principal
- CRD
- #2759014
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,287,827 | $357,608 |
| Non-Discretionary | $8,912,294 | $297,076 |
| Total | $175,200,121 | $353,940 |
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Separately Managed Accounts
Total SMA Asset: $175,200,121
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,427,854,984 | 43.3% |
| Equity - Exchange | $784,825,603 | 23.8% |
| Cash | $1,084,905,981 | 32.9% |
| Total | $3,297,586,568 | 100.0% |