Be advised. This firm is no longer registered.

Greenleaf Advisors

Greenleaf Advisors (CRD# 172332) is a financial advisory firm headquartered in Red Bank, NJ. They manage $900,000,000 in 58 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
286 Broad Street, Red Bank, NJ 07701
By the Numbers
  • Total Assets Under Management
    900
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $15,517,241
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, IN, MA, NJ, PA, TX

Financial Advisors at Greenleaf Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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