← Back to searchVisit website
GREEN LEAF ADVISORS
GREEN LEAF ADVISORS LLC
CRD 337250
3523 STATE ROUTE 28 N66, NEW BETHLEHEM, PA, 16242, United States
Phone
814-297-1995
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$1.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD