Greenleaf Trust

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About

About the Company

Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, retirement plan administration and family office advisory services. With $18 billion in assets under advisement, we are among the largest independently owned wealth management firms; by virtue of our client-first culture and depth of expertise, we are among the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of fiduciary excellence. In 2023, we celebrated twenty-five consecutive years of growth while maintaining an outstanding level of client and team member retention.

Company headquarters
Headquarters Location

211 S. Rose St, Kalamazoo, MI

Number of employees
Number Of Employees
0 - 1000
Company industry
Industry
Financial Services
Company website
Company Website
N/A
Company ceo
CEO
Mike Odar