Greenleaf Advisors

Greenleaf Advisors (CRD# 172332) is a financial advisory firm headquartered in Red Bank, NJ. They manage $2,423,000,000 in 142 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2,423
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $17,063,380
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, DC, FL, IN, MA, MD, NJ, NY, PA, SC, TX, VA

Financial Advisors at Greenleaf Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Joseph D. Gastaldi
CRD#: 1514477
Osceola, IN
93
Wealthminder
score

Joseph Gastaldi (CRD# 1514477) is an Investment Advisor Representative working at Greenleaf Advisors in Osceola, IN and has over 21 years of experience in the finance industry.

2
Jamie D. Greenleaf
CRD#: 2288944
216 Maple Avenue 1, Red Bank, NJ 07701
93
Wealthminder
score

Jamie Greenleaf (CRD# 2288944) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 25 years of experience in the finance industry.

3
Amy L. Kinsman
CRD#: 6100433
286 Broad Street, Red Bank, NJ 07701
93
Wealthminder
score

Amy Kinsman (CRD# 6100433) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 5 years of experience in the finance industry.

4
Eileen P. Mahoney
CRD#: 1991963
286 Broad Street, Red Bank, NJ 07701
93
Wealthminder
score

Eileen Mahoney (CRD# 1991963) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 25 years of experience in the finance industry.

5
Arthur J. McNally
CRD#: 1086181
286 Broad Street, Red Bank, NJ 07701
88
Wealthminder
score

Arthur McNally (CRD# 1086181) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 2 years of experience in the finance industry.

6
Kevin D. Mundy
CRD#: 4826134
286 Broad Street, Red Bank, NJ 07701
87
Wealthminder
score

Kevin Mundy (CRD# 4826134) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.

7
Dorann J. Cafaro
CRD#: 1242720
286 Broad Street, Red Bank, NJ 07701
83
Wealthminder
score

Dorann Cafaro (CRD# 1242720) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 33 years of experience in the finance industry.

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