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Greenleaf Financial Network, LLC

Greenleaf Financial Network, LLC. CRD 284165

Greenleaf Financial Network, LLC logo

CRD: 284165

Greenleaf Financial Network, LLC

Leawood, KS
9135153517
www.greenleaffn.com
$123.7M Total AUM
$123.7M Disc. AUM
-- 3Y CAGR
11 Employees
189 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · John Hancock · Merrill Lynch · TD Ameritrade
Clients
Retail
Platforms
--
Established Date
08-05-2016
Office Locations
10

Office Locations

101 Chestnut AVE Mt. Laurel NJ
1650 E. Battfield Rd., Suite 200 Springfield MO
2911 N Plum Hutchinson KS

About Greenleaf Financial Network, LLC

Greenleaf Financial Network is an independent advisory platform delivering custom investment advice and financial planning with a high-touch service culture. The firm supports affiliated independent advisors through open-architecture tools, with an emphasis on thoughtful compliance and supervision. Portfolios commonly use ETFs and mutual funds within asset-allocation and risk-management frameworks, with custody available through Charles Schwab or TD Ameritrade.

Team overview

52 AVG AGE
$11.2M AVG AUM / ADVISOR
$654.5K AVG AUM / CLIENT
6.3 yrs AVG TENURE
11 Employees
11 Advisory Reps
11 RIA Reps
9yrs Firm Age

Insights

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Custodian

Wave Wave

Investment Themes

Wave vertex Catalyst bridge

Platform

Bridge oak

Services

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Owner & Executives

M

MICHAEL JAMES BEARY

Chief Compliance Officer, Managing Partner

CRD
#4409175
Ownership
75% or more
(305) 368-7297
catalyst.ridge@embercapital.com
in linkedin.com/in/ridge-timber

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Contacts

M

MICHAEL CHRISTOPHER ALBA

Chief Executive Officer, Founder

CRD
#2651547
(691) 658-2800
timber.frontier@frontiercapital.com
in linkedin.com/in/vital-wave
J

Jennifer Armour

--

CRD
#8001536
(791) 712-1519
value.zenith@insightcapital.com
in linkedin.com/in/summit-frontier
F

Frontier vital

North peak

CRD
#25028
(862) 780-6918
harbor.quantum@oakcapital.com
in linkedin.com/in/timber-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $123,695,747 --
Non-Discretionary $0 --
Total $123,695,747 --

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Separately Managed Accounts

Total SMA Asset: $123,695,747

$123.7M Total SMA
Equity - Exchange:
21.9%
Public Funds:
18.0%
Cash:
24.9%
Corporate - Investment Grade:
14.4%
U.S. Government/Agency:
20.8%
Asset class Assets Assets %
Equity - Exchange $952,606,384 21.9%
Public Funds $782,964,151 18.0%
Cash $1,083,100,409 24.9%
Corporate - Investment Grade $626,371,321 14.4%
U.S. Government/Agency $904,758,576 20.8%
Total $4,349,800,841 100.0%

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