GREEN LEAF ADVISORS

GREEN LEAF ADVISORS of NEW BETHLEHEM, PA is an SEC-registered investment adviser (CRD 337250). Regulatory assets under management: $1.2M.

Registration

• CRD: 337250
• Type: Registered investment adviser
• Location: 3523 STATE ROUTE 28 N66, NEW BETHLEHEM, PA, 16242
• Phone: 814-297-1995
• Latest filing: 2026-01-30
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337250 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search